These cards put everything at your fingertips, allowing you to respond, update, and handle opportunities, appointments, contact preferences, and invoices—all without the frustration of switching between screens. The outcome? A smoother, more efficient, and seamless user experience.
Option 1 - Opportunities
Activity cards instantly update whenever a new opportunity is created, modified, or removed. This keeps you informed of potential leads from the very start, ensuring you never miss a beat. With a quick click on 'View Opportunity' within the card, you can seamlessly access and edit details in real time, without leaving your current view.
Option 2 - Appointments
Anytime an appointment is created, rescheduled, or even canceled, you'll find an activity card in the conversation panel. This feature is designed to keep you perpetually updated without the need to juggle multiple screens. By clicking 'View Appointment' within the card, you can seamlessly edit the appointment details, all while staying rooted in the conversation panel.
Option 3 - Do Not Disturb (DND)
Activity cards notify you the moment a contact is marked as "Do Not Disturb" or is removed from the DND list. These cards provide clarity and keep you informed about the current contact preference.
Option 4 - Invoices
Whether an invoice is sent to a contact or payment is received, the relevant activity card will pop up. With a simple click on 'View Invoice,' you'll be seamlessly redirected to a new tab where you can explore the detailed invoice.