WPCRM Online Help Center

View Recent Activity

View Recent Activity

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View Recent Activity

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Recent Activity is the home of the WPCRM Activity Feed. The Activity Feed is a display of the one-hundred most recent Activities on a User’s WPCRM system. The contents of the Activity Feed can be filtered by Activity Type, and can be searched by keyword or Account name. An Activity is an action the WPCRM User takes on behalf of a Contact, an Account, or an Opportunity. Those Activities in WPCRM are: Notes, Tasks, Meetings, and Goals. Some configurations can have Orders, Open Orders, and Quotes displayed from the ERP system.