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Account Activity Feed

ver. 2.0

 

Immediately see what's new in your Accounts or entire Portfolio. A great way to stay on top of all the activity in your key accounts.

The activity feed is in the right menu bar.

 

There are 2 types of activity:

  • Account Activity - shows all accounts associated to you as a User in the Dashboard page
  • Portfolio  Activity - shows all updates only for the specific account in the Details tab

 

 

Account Activity Feed

Account_Activity_Feed_01.png

 

 

Portfolio Activity Feed

Account_Activity_Feed_02.png

 

 

 

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