Review deal activity

Understanding the full scope of deal activity is essential for gaining a clear picture of what’s happening in reality. MeetRecord provides an intuitive visual map of deal activity, allowing you to drill down into every interaction at the most relevant moments.

• Prospect Activity: Shown in red
• Your Activity: Shown in purple

Where to Find Deal Activity

Pipeline and Forecast Tabs:
Navigate to Opportunities, select a deal, and go to the Activity tab to explore detailed insights.

Account and Call Pages:
At the top of these pages, view a timeline of all activities related to the deal.

What is Deal Activity?

Deal activity includes all interactions between you and the prospect, such as:

• Emails: Correspondence, including calendar invitations.
• Meetings: Scheduled events in your calendar.
• Recorded Calls: Web conferences and telephony calls captured by MeetRecord.

How MeetRecord Helps

With MeetRecord’s detailed activity tracking:

• Gain complete visibility into all touchpoints with your prospect.
• Monitor their engagement with shared materials in real-time.
• Identify opportunities to follow up strategically, based on their level of activity.

This robust tracking capability ensures you stay informed about your deals and make data-driven decisions to move them forward.