Ashley DeBon: /* Activity Summary */

2026-07-17T06:53:43Z

‎Activity Summary

Ashley DeBon: Created page with "== Activity Summary == === What is Activity Summary? === Activity Summary is a Home widget that shows quick counts of your recent sales activity—such as appointments, emai..."

2026-07-15T08:47:07Z

Created page with "== Activity Summary == === What is Activity Summary? === Activity Summary is a Home widget that shows quick counts of your recent sales activity—such as appointments, emai..."

New page

== Activity Summary ==

=== What is Activity Summary? ===

Activity Summary is a Home widget that shows quick counts of your recent sales activity—such as appointments, emails, and calls—for a selected time range.

=== How to navigate ===

'''[[Mobile Home]]''' → scroll to '''Activity Summary''' / statistics section

=== Using Activity Summary ===

# On Home, find Activity Summary.
# Choose a time range (for example 1 Week, 4 Weeks, 1 Year, MTD, QTD, YTD, All).
# Review updated counts for appointments, emails, and calls.
# Use the totals to see how active you have been in that period.

=== Features include ===

* '''Appointments count''' – Number of appointments in the selected range.
* '''Emails count''' – Number of emails in the selected range.
* '''Calls count''' – Number of outbound/related calls in the selected range.
* '''Time range selector''' – Switch between 1 Week, 4 Weeks, 1 Year, MTD, QTD, YTD, and All.
* '''Live refresh''' – Counts update when the selected range changes.

<div style="clear: both;"></div>

----

@@ Line 1: / Line 1: @@
 == Activity Summary ==
+[[File:app_activitysummaryscreen.png|200px|thumb|right|Callproof Mobile App Activitysummarypage]]
 === What is Activity Summary? ===

Activity Summary - Revision history

Ashley DeBon: /* Activity Summary */

Ashley DeBon: Created page with "== Activity Summary == === What is Activity Summary? === Activity Summary is a Home widget that shows quick counts of your recent sales activity—such as appointments, emai..."