Finding An Activity By Account/Contact
Erol Toker avatar
Written by Erol Toker
Updated over a week ago

If you recently had a call with an Account/Contact, an easy way to find that call is to navigate to the Account, where you'll see a list of all activities on the right hand side.

You can expand the activity details by clicking on the caret on the left hand side and seeing an overview of the Task comments, which will include AI summaries, rep notes, Email/SMS content and other metadata regarding the interaction.

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