Stay Updated with Activity Cards

While you're in a conversation, related activity elsewhere in the system — a new opportunity, a booked appointment, an invoice getting paid — shows up right in the thread as an activity card, so you don't have to go check another module to know what's happening with that contact.

What activity cards cover

• Opportunities — alerts you when an opportunity tied to the contact is created, updated, or deleted, with a direct link to view it.
• Appointments — notifies you when an appointment is created, rescheduled, or cancelled, and lets you edit it inline from the card.
• Do Not Disturb — shows when a contact is marked (or unmarked) as Do Not Disturb, including whether it was done by a workflow, a user, or the contact themselves.
• Invoices — displays when an invoice is sent or a payment is received, with quick access to the invoice details.

Why this matters

Instead of jumping between the conversation, the pipeline, the calendar, and your invoices to piece together what's going on with a contact, activity cards surface the important updates as they happen, right in the same view you're already using to talk to them. You can respond to what you see without switching panels.