Learn how to navigate and leverage the redesigned Contacts → Activity section—featuring new icons, date groupings, clickable cards, and enhanced performance.
2 min read424 words4 explained imagesUpdated Wed, 30 Apr, 2025 at 1:39 AM
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Learn how to navigate and leverage the redesigned Contacts → Activity section. Featuring new icons, date groupings, clickable cards, and enhanced performance.
Note: To enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on.
UI Redesign: The layout has been revamped to provide a clearer, more intuitive view of all activities associated with a contact including new icons.
Date Groupings: Activities are grouped under headings like “Today” and “Yesterday” for chronological clarity.
Clickable Event Cards: Each card shows title, timestamp, campaign/source labels, and links.
Improved Performance: Backend improvements allow for faster loading times and smoother interactions.
Responsive Design: Enhanced interaction and layout consistency on desktop and tablet screens.
Features of Activity Section
Real-Time Tracking: Stay updated with real-time activity tracking for contacts.
Detailed Event View: Get a comprehensive view of each activity, including timestamps, event type, and links
Event Logging: All activities are logged and can be accessed through the Activity section.
How to access the Activity Section?
Ensure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on. Step 1 of 2: Ensure that the feature is enabled, if not, to enable this feature, go…What this shows Step 1 of 2: Ensure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on.What this showsShows what to choose for step 1 of 2 in the "Ensure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on." section of "Activity Section Upgrade".This screenshot accompanies step 1 of 2 in the "Ensure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on." section of "Activity Section Upgrade". At this point in the walkthrough you ensure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on. The navigation path used here is Settings > Labs > Activity Section Upgrade. The next step is to go to Contacts → Click on a contact to reference Activity.Step 1 of 2Path: Settings > Labs > Activity Section UpgradeImage 1 of 4What to chooseEnsure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on.Next stepGo to Contacts → Click on a contact to reference Activity.All 2 steps in this procedure
Ensure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on. this image
Go to Contacts → Click on a contact to reference Activity.
Go to Contacts → Click on a contact to reference Activity.
Go to Contacts → Click on a contact to reference Activity. (image 2 of 4)What this shows Ensure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on.What this showsIllustrates the "Go to Contacts → Click on a contact to reference Activity." section of "Activity Section Upgrade".This screenshot appears in the "Go to Contacts → Click on a contact to reference Activity." section of "Activity Section Upgrade". The text alongside this image reads: Ensure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on. Go to Contacts → Click on a contact to reference Activity. The navigation path used here is Settings > Labs > Activity Section Upgrade. Immediately after, the guide continues: Click any event card for details.Path: Settings > Labs > Activity Section UpgradeImage 2 of 4What to chooseEnsure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on. Go to Contacts → Click on a contact to reference Activity.Next stepClick any event card for details.All 2 steps in this procedure
Ensure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on.
Go to Contacts → Click on a contact to reference Activity.
Click any event card for details.
Click any event card for details. (image 3 of 4)What this shows Click any event card for details.What this showsIllustrates the "Click any event card for details." section of "Activity Section Upgrade".This screenshot appears in the "Click any event card for details." section of "Activity Section Upgrade". The text alongside this image reads: Click any event card for details. For context, this section explains: Click any event’s link icon to jump directly into that external URL. Immediately after, the guide continues: Click any event’s link icon to jump directly into that external URL.Image 3 of 4What to clickClick any event card for details.Next stepClick any event’s link icon to jump directly into that external URL.
Click any event’s link icon to jump directly into that external URL.
Tracked Events in the Activity Section
The Activity section allows you to track a wide range of events related to contacts and opportunities. Below is a list of the current event types you can track:
Contact Event Types
Contact Created: When a new contact is created in the system.
Appointment: Tracks when a contact schedules an appointment.
Call: Records any calls made to or received from a contact.
Page Visit: Tracks when a contact visits a page on your website.
Trigger Link: Captures activity when a contact clicks on a trigger link.
One-Step and Two-Step Contact Forms: Tracks one-step contact form submissions and two step contact form submissions.
One-Step and Two-Step Payments: Tracks one-step and two-step payment form submissions.
Form Submission: Records when a contact submits a form.
Survey: Logs activity related to a contact filling out a survey.
Quiz: Captures data when a contact participates in a quiz.
Facebook Lead Form: Tracks when a contact submits a lead form through Facebook.
Chat Widget Form: Captures submissions from a contact through the chat widget form.
LinkedIn Lead Form: Logs submissions from LinkedIn lead forms.
Contact Event Types (image 4 of 4)What this shows Contact Created: When a new contact is created in the system.What this showsIllustrates the "Contact Event Types" section of "Activity Section Upgrade".This screenshot appears in the "Contact Event Types" section of "Activity Section Upgrade". The text alongside this image reads: Contact Created: When a new contact is created in the system. Appointment: Tracks when a contact schedules an appointment. Call: Records any calls made to or received from a contact. Page Visit: Tracks when a contact visits a page on your website. Trigger Link: Captures activity when a contact….Image 4 of 4What this coversContact Created: When a new contact is created in the system. Appointment: Tracks when a contact schedules an appointment. Call: Records any calls made to or received from a contact. Page Visit: Tracks when a contact visits a page on your website. Trigger Link: Captures activity when a contact clicks on a trigger link. One-Step and Two-Step Contact Forms: Tracks one-step contact form submissions and two step contact form submissions. One-Step and Two-Step Payments: Tracks one-step and two-step payment form submissions. Form Submission: Records when a contact submits a form. Survey: Logs activity related to a contact filling out a survey. Quiz: Captures data when a contact participates in a quiz. Facebook Lead Form: Tracks when a contact submits a lead form through Facebook. Chat Widget Form: Captures submissions from a contact through the chat widget form. LinkedIn Lead Form: Logs submissions from LinkedIn lead forms.All 13 steps in this procedure
Contact Created: When a new contact is created in the system.
Appointment: Tracks when a contact schedules an appointment.
Call: Records any calls made to or received from a contact.
Page Visit: Tracks when a contact visits a page on your website.
Trigger Link: Captures activity when a contact clicks on a trigger link.
One-Step and Two-Step Contact Forms: Tracks one-step contact form submissions and two step contact form submissions.
One-Step and Two-Step Payments: Tracks one-step and two-step payment form submissions.
Form Submission: Records when a contact submits a form.
Survey: Logs activity related to a contact filling out a survey.
Quiz: Captures data when a contact participates in a quiz.
Facebook Lead Form: Tracks when a contact submits a lead form through Facebook.
Chat Widget Form: Captures submissions from a contact through the chat widget form.
LinkedIn Lead Form: Logs submissions from LinkedIn lead forms.
Frequently asked questions
What's new?
UI Redesign: The layout has been revamped to provide a clearer, more intuitive view of all activities associated with a contact including new icons. Date Groupings : Activities are grouped under headings like “Today” and “Yesterday” for chronological clarity. Clickable Event Cards : Each card shows title, timestamp, campaign/source labels, and links. Improved Performance: Backend improvements allow for faster loading times and smoother interactions. Responsive Design : Enhanced interaction and layout consistency on desktop and tablet screens. Features of Activity Section Real-Time Tracking: Stay updated with real-time activity tracking for contacts. Detailed Event View: Get a comprehensive view of each activity, including timestamps, event type, and links Event Logging: All activities are logged and can be accessed through the Activity section.
How to access the Activity Section?
Ensure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on. Go to Contacts → Click on a contact to reference Activity. Click any event card for details.
