Activity Feed

Activity Feed

The activity feed shows you a high level overview of the recent activity happening within your dashboard and your contacts’ financial lives. The tile on your home page provides the most recent bits of activity. Click See More to see more activities. There are two primary categories of activity. Activity Feed and System Notifications. Let’s review both.

Activity Feed

Activity Feed notifications are interactions that have taken place within your dashboard or your contacts' dashboards. If your client adds a document to their vault, then you will see a notification saying the name of the document and where they placed it in their vault. If they use the open or transfer account feature, you will be notified here. Perhaps your prospect updates one of their goals or adds a new one altogether. You will be notified here. You can click the notification to review the change. You are taken exactly to the place that the notification pertains too. Other key notifications include when a contact messages you or updates their profile. The activity feed is a useful place to start your day when logging into your dashboard, creating a level of transparency that gives you the confidence that you are providing customized and sound financial advice to each one of your clients and prospects.





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