Introducing revamped activity panel with newer cards - in labs

Overview:

We've given the contact activity panel a complete makeover, making it easier for users to view, navigate, and track important activities and interactions associated with a contact.

With a refreshed UI, new activity cards for opportunities, appointments, notes, and tags, powerful filters, and improved navigation, users can now get a more comprehensive view of their contact's journey, all in one place.

What's changed?

1. A completely refreshed UI

• The contact activity panel now features a modern, cleaner, and more intuitive interface.
• Activity cards have been redesigned to improve readability, information hierarchy, and overall navigation.
• The refreshed layout makes it easier to scan through activities and quickly identify important interactions.

2. Introducing new activity cards

We're expanding the activity panel beyond the existing activity types by introducing four new activity cards, providing greater visibility into important events and interactions throughout a contact's journey.

• Opportunities: Track opportunity-related activities, including opportunity creation, stage changes, status updates, and other key changes. This helps users understand how a contact is progressing through the sales pipeline.
• Appointments: View appointment-related activities, including appointment creation, rescheduling, cancellations, and status changes. Users can quickly understand a contact's appointment history without navigating to the calendar.
• Notes: Stay informed about notes added to a contact, providing visibility into important observations, follow-ups, and information captured by team members.
• Tags: Track when tags are added to or removed from a contact, helping users understand changes in contact categorization and segmentation over time.

With these additions, users can now access a broader range of contact activities from a single, centralized view, reducing the need to navigate between different modules.

3. New filters for faster navigation

We've introduced three new filters to help users narrow down activities and find relevant information without scrolling through the entire activity history.

• Duration: Filter activities by a specific time period to focus on relevant events.
• Users: View activities associated with specific users to better understand individual interactions.
• Module type: Filter activities by module to focus on specific types of events and interactions.

These filters make it easier to navigate through a contact's activity history, especially for contacts with a large volume of interactions.

4. Activity panel moved to the center

• The activity panel has been moved from the right panel to the center panel, alongside Conversations, making it more accessible.
• This placement allows users to switch between conversations and activities seamlessly, without navigating across different sections of the contact detail page.
• Users who prefer the previous layout can move the activity panel back to the right using the contact detail page customization feature.
• Our recommendation: Keep the activity panel in the center for a more streamlined experience and easier navigation between conversations and activities.

5. Expandable and collapsible activity cards

Every activity card now supports two viewing modes, giving users greater control over how much information they want to see.

• Collapsed view: Displays only the most important details of an activity, allowing users to quickly scan through events without unnecessary clutter.
• Expanded view: Provides additional context and detailed information about the event, helping users understand what happened without navigating away from the activity panel.

This approach balances information density with readability, making the panel useful for both quick reviews and detailed investigations.

What's next? - We're continuing to enhance the contact activity panel to make it a more comprehensive destination for tracking everything happening with a contact.

• More activity cards: Expand activity coverage to include custom field updates, workflow activities, contact changes, payments, courses, and other important events.
• Richer activity insights: Introduce granular filters for activity type events like updation, creation, deletion etc.
• Continuous improvements: Incorporate customer feedback to further improve usability, navigation, and the overall activity tracking experience.

Our goal is to make the contact activity panel a single, reliable destination for understanding a contact's complete activity history, reducing the need to navigate across multiple sections of the platform.