The widget displays user activities in BRIX CRM aimed at communication with the client, and the response to these activities from the client. The widget is placed on the contact page by default. This allows the sales rep to see the entire history of communication on one page. The user’s work with the widget is described in the Track activity log article.
In addition, communication data with the client is used to assess their interest in purchasing, that is, to determine their nurturing stage. For more information, see Assign nurturing stages.
The following data is recorded:
- From the BRIX user’s side: adding a lead and a deal, creating and executing a CRM task, sending an email from the built-in inbox.
- From the client’s side: opening an email and clicking on the attached link.
The data is saved in BRIX and shown in a widget when a user specifies a certain contact when performing an activity.
You can add custom activities to track additional actions. For example, display other ways of contacting a customer or their actions on your website in the widget. Entries about activities are added to the system during a business process. Read more in Activity log settings.
You can also hide unnecessary actions so that they are not displayed in the widget and change the storage period for client interaction data.
You can add the widget to the Companies, Leads, or Deals app forms for quick access to information about interactions made with a client and their reaction to the communication.
Add the Activity log widget
- Go to the interface designer of the app view form where you want to view a list of activities performed on contacts, such as Deals.
- It is recommended to place the widget on the form in a separate tab. Add the Tabs widget to the modeling field and give it a name.
- Go to the created tab, click +Widget, and select the Activity log widget.
- In the settings on the Main tab, click <Not defined> and select the App Item option.
- On the Events and System tabs, you can set widget visibility and access, customize hover behavior, etc. Read more about it in System widget settings.
- Save the widget settings.
- To make the customized form available to users, click Save and Publish on the top panel of the interface designer.
Now the sales manager will be able to view information on interactions with contacts on the page of another app. If multiple contacts are specified in an item, the activity log will display actions for each contact.
