The Company Activity Feed helps your team quickly understand what’s happening with a company — from key actions to emails and meetings — in one place. This article explains what’s new, how to use it, and how to tailor it to your workflow.
1. What You’ll See: Activity Feed Sections
Once enabled, each company record will include three activity-focused views:
Key Activities
Past Emails & Meetings
Upcoming Meetings
Each view shows a table of the items above:
You can filter by multiple columns
You can save your favorite filters as the default view across all companies
Filters are remembered per user
2. Key Activities
What it shows
The Key Activities section displays all important activities linked to the company, such as:
Business development, Marketing and Lead activities
Follow‑ups, touchpoints, or other logged activities as part of the above activities
How to filter
You can filter by any column visible in the Key Activities table (for example: type, owner, date, etc.).
Typical filters might include:
Activity Type (e.g., Business Development)
Owner / Assignee
Date ranges
Setting your default view
If you find yourself applying the same filters often, you can save them:
Apply your desired filters in the Key Activities list.
Click Set as Default View.
Your default view will:
Apply to all companies you open
Be saved just for you (other users can have their own defaults)
Example
If you set:
Type = Business Development
Then, whenever you visit any company, the Key Activities list will automatically show only business development activities.
3. Past Emails & Meetings
What it shows
The Past Emails & Meetings section shows historical communication with the company, including:
Emails related to the company
Completed meetings with company contacts
This helps you quickly understand the recent engagement history.
How to filter
You can filter this view by:
Type: Email or Meeting
Sender email
Receiver email
Other available columns (e.g., date, owner)
Saving a default view
You can set up a default view here just like in Key Activities:
Apply your filters.
Click Set as Default View.
This preference will persist for you across all companies.
Example
If you set:
Type = Meeting
Then on any company, the Past Emails & Meetings section will default to showing only past meetings.
4. Upcoming Meetings
What it shows
The Upcoming Meetings section displays all future meetings scheduled with the company, so you can plan ahead and see what’s next.
Filtering options
Key filters include:
My Meeting = True (show only meetings where you are a participant)
Other available columns (e.g., date, organizer, etc.)
Example
My Meeting = True
This will filter the list to only show upcoming meetings where you’re directly involved.
Default view behavior
You can make these filters your standard across all companies:
Set
My Meeting = True(and any other filters you like).Click Set as Default View.
From then on:
Any time you view Upcoming Meetings on a company, you’ll only see your upcoming meetings by default (e.g., your next meeting on Feb 25), instead of all meetings for the company.
5. Filtering & Views: How It Works Across All Sections
All three sections — Key Activities, Past Emails & Meetings, and Upcoming Meetings — share the same behavior:
Filter by any visible column
Filters are remembered when you navigate between companies
Default views persist per user
Preferences are stored separately for each section
In practice, this means:
The system remembers how you like to view Key Activities, even if you change filters in Past Emails & Meetings, and vice versa.
Your personal configuration follows you across all companies you visit.
6. Permissions & Visibility
Access to the Company Activity Feed is controlled by role-based permissions.
Required permission
To see all activity for a company, the following permission must be granted:
Contact → View Contact Activities
How this affects what you see
If you have Contact → View Contact Activities:
You can see all company activities.
You can see all past emails and meetings.
You can see all upcoming meetings for the company.
If you do not have this permission:
You will only see your own:
Key activities
Past emails and meetings
Upcoming meetings
If you believe you should see more than you currently do, contact your administrator to review your permissions.
9. Why This Matters: Benefits for Your Workflow
With the improved Company Activity Feed, you can:
Quickly see what’s been happening with a company (past and future)
Focus on what matters most via personalized filters and default views
Maintain consistent views across all companies you work with
Ensure appropriate visibility through role-based access control
This makes it easier to stay on top of key accounts, coordinate outreach, and avoid surprises in customer or prospect conversations.