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How to View Your Team Members’ Activities in CRM As A Service Home Page

Updated: 3 days ago

Staying updated on what you and your team are working on is crucial for seamless execution. The CRM As A Service Home Page is designed to give you complete visibility, allowing you to see everything at a glance, stay aligned with your team, and ensure nothing slips through the cracks. It combines two powerful views—Current Activities and Recent Activities—so you can stay on top of your activities while tracking overall team progress. Let’s dive deeper into how these sections work.



Current Activities

The Current Activities section is your personal hub for monitoring your own activities. It allows you to view your activities due today and overdue activities, giving you a clear overview of what needs attention. You can scroll through the activities to see more. Once an activity is completed, you can mark it as done by simply checking it off. Learn more about Activity in CRM As Service.



Recent Activities

The Recent Activities section broadens your view by showcasing actions from other users in your organization. If you're a CRM Owner, you'll see all actions from other users. If you're a CRM Member, your view is limited to activities where you're the owner or follower.


Recent Activities shows past actions that have already been done. You can see when someone performs key actions such as:

  • Adding a new lead, opportunity, contact, case, or organization.

  • Adding notes.

  • Attaching files.

  • Updating the stage of an opportunity.

  • Sending or receiving emails.



These updates appear in real time, keeping everyone informed. The transparency of this feature fosters better collaboration within your team, ensuring that no important action or update goes unnoticed. With these insights, you can quickly spot areas where additional support may be needed, keeping everything aligned toward achieving your business goals.



Conclusion

Both Current Activities and Recent Activities work together to help you maintain control over your own activities while keeping you informed about team progress. The seamless integration within Microsoft Teams ensures that all activities are easily accessible, without needing to switch between various applications or platforms. Whether you're working independently or coordinating with your team, CRM As A Service keeps everything in one place, boosting productivity and improving sales performance.


With these features, CRM As A Service is not just a tool for tracking sales — it's an essential part of the workflow that enhances collaboration, keeps everyone aligned, and ensures that your customer interactions are always on track!

TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM As A Service, Ticketing As A Service and Checklist As A Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.

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