The Activity tab brings notes, emails, attachments, and changes for a deal or budget into one place. Use it to catch up on what happened and to leave a note for your team.
đ Meetings are available on deals only.
Open the Activity Tab
Open a deal or budget and select the Activity tab.
What You'll See in the Activity Tab
The Activity tab has these sub-tabs:
Notes: notes and comments from your team
Meetings (deals only): Notetaker meetings linked to the deal
Emails: emails linked to the deal or budget
Attachments: files added to the deal or budget
Feed: a log of changes made to the deal or budget
Everything: all of the above in one list
Add a Note
Open the Activity tab and select Notes.
Click the text box and write your note.
Use the toolbar to format text, attach files, add links, or @mention a teammate.
Click Add comment to post the note.
Mentioning Teammates
Type @ followed by a name to mention a teammate in a note. They'll get a notification and will be subscribed to the deal or budget, so they're also notified about later notes.
đ Mentioned teammates are only notified if they have access to the deal or budget. If they don't, share it with them first.
Link Emails to a Deal or Budget
Emails show up under Emails once they're linked to the deal or budget. You can link them in two ways:
BCC address: copy the deal's or budget's BCC address from the sidebar and add it to your email.
Connected inbox: link a conversation from your connected Gmail or Outlook inbox.
Add Attachments
Attach files to a note with the paperclip icon in the toolbar. All files added to the deal or budget are listed under Attachments.
Review Meetings on a Deal
If you recorded a meeting with Notetaker and linked it to a deal, it appears under Meetings.
đ Learn how to link a meeting in How to Record a Meeting With Productive Notetaker.
Review Changes
Feed lists changes made to the deal or budget. Select Everything to see changes next to notes, emails, and attachments.
Switch Between Sales and Production on a Budget
If you created a budget from a won deal, a dropdown appears at the top of the Activity tab. Use it to switch between:
Sales: activity from the deal
Production: activity from the budget
You can check what happened on the deal without leaving the budget. A briefcase icon next to the budget name shows it came from a deal.
đ Learn more in Understanding the Link Between Deals and Budgets.
Use Ask AI
Click Ask AI in the top-right corner of a deal or budget to open the AI Assistant with that record already selected. The assistant shows suggested actions based on the record, or you can type your own question.
đ Ask AI needs Productive AI turned on for your organization. Admins can turn it on in Settings > Productive AI.
