Whenever a prospect has had either customer or sales activity, their account will be highlighted in Sales & Success Center with a red dot until the assigned salesperson views that activity—similar to an unread email.
When an activity is unread, a red dot will appear beside the account.
Recent activity can also be triggered by the following:
Sales action:
- Replied by email
- Email sent
- Email received
- Inbound call
- Outbound call
- Meeting
- Opportunity created/ won/ lost/ updated
- Archived business
- Unarchived business
- Opportunity reopened
- Snapshot creation
- Account created
- Submitted for customer approval
- Inbound message
- Quote accepted
- Meeting booked/ rescheduled/ cancelled
Customer actions:
- Email, Sent, Received, Opened, Bounced, Clicked
- Connection of account in Business App: Facebook, Google Business Profile
- Business App activity
- Updated business profile
- Click contact sales and send a message when viewing a product/package
- Asked a question through the contact us box
NOTE: You must be logged in as the salesperson assigned to the account in order to automatically mark an activity as read. In other words, when you impersonate a salesperson via Partner Center, viewing an account will not automatically mark its activity as read.