Activity Feeds

customertrax x. Uncategorized

Activity Feeds

  1. Recent – Any changes to anything you create, you own, or you are assigned to.
  2. Upcoming – Activities that are scheduled or due soon
  3. Overdue – Activities that are past due
  4. Searching – A list of Opportunities that have a status “Searching for”
  5. Trade-In – A combination of Account Equipment marked as Trade-In and units available for trade in JDQuote
  6. Notifications – Items you are notified on
    1. “Unreviewed” notifications will display here until reviewed.