Stay on top of every deal: track progress with the new Deal Room activity feed
When multiple deals are running at the same time, with multiple stakeholders involved in each, it can become challenging to keep track of the latest and greatest that need your attention. With the new activity feed, you’re able to easily keep track and get notified when new activity is relevant to you – so you can take the next best step quickly.
Let's have a look at how the Activity center works for you as a room owner, a collaborator and for a participant.
The Room owner
If you’re the room owner, you typically want to know all that’s going on in a room to stay in control of the progression. This way you are able to always act quickly, and keep the forward momentum going.
In Rooms, you'll receive a notification when an activity has been made by a participant by viewing the bell icon up on the right corner.
Under Participant Activity, you'll see the latest activity and which participants were involved.
Once you click the Activity icon, we provide you with a list of activities, categorizing them as follows:
All Activity: Displays all activities in one list.
Chat: Chat messages from participants.
Comments: Comments made by participants in the room.
Other: Stakeholder visits, invitations, Action plan and Files activity appear here.
Clicking "Go there" will redirect you to the specific activity within the room.
As a Room owner you will be notified about, among other things;
New participants added
Participant’s first visit
All group messages
Direct messages
Replies to your comments threads
Action plan tasks assigned to you
Task completion in the mutual action plan
File uploads
Within the Room, you can also access the Activity center by clicking on the activity icon located in the top-right corner of the room.
The same Activity center from Rooms will also be shown here.
Mark as read
To stay on top of which activities you've processed and which you want to circle back to and follow up on later, use the different ways to mark an activity as read:
Press the "Go there" button.
Press the blue dot to mark a single activity as read.
Press "Mark all as read" to clear all activities in the All/Chat/Comments/Other tabs.
The Collaborator
If you’re a room collaborator, you want to get notified about things that could impact the deal progression, so you are able to support in the best way possible.
Once you enter the room as a collaborator, you'll find the Activity center in the top-right corner.
As a collaborator you will be notified about, among other things;
New participants added
Participant’s first visit
All group messages
Direct messages
Replies to your comments threads
Action plan tasks assigned to you
Task completion in the mutual action plan
File uploads
After clicking on the Activity center icon, you'll see all your activities as a participant.
The Participant
The buyers will only receive notifications on the activities that matter most to them, keeping their buyer experience clutter-free. Buyers get notified about activity that’s new to them since they last entered the room, so they’re able to get up to speed quickly and stay in control of the deal from their end.
Once you enter the room as a participant, you'll find the Activity center in the top-right corner.
The buyer role is notified about, among other things;
All group messages
Direct chat messages
Mentions of your name
File uploads
Replies to your comments threads
Action plan tasks assigned to you
Task completion in the mutual action plan
After clicking on the Activity center icon, you'll see all your activities as a participant.