In the following video you will get an overview of the Activity feed of a project. To get a complete understanding of the Activity feed, please take a look at the rest of the article below.
The Activity Feed
The Activity feed tab of a project is located to the right of the Contract Tab.
The Activity feed will keep track of any activity generated at the project level:
Status change (e.g. from Proposal to Active)
Any of the activities located in the left hand section of the project (send email, create note, create task, etc.)
Once the project is set to Active it will also keep track of the following activities:
Contract and team changes
Invoice created, sent and paid
The Activity feed will also keep track of any of the activities located in the left hand section of the project:
If you have integrated PSOhub with HubSpot, these activities will also be posted in the activity feed of the deal and /or company (depending if you have activated the PSOhub integration filter).