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How does the Activity section work?

Every offer, product, and customer page has an Activity section. It keeps your team's comments and the item's history in one place, so anyone picking up an offer can see what happened and what was said.

The Activity section on an offer, with All, Comments and History tabs, a comment box, comments with an attachment and a mention, and history updates

Only your team can see Activity. Sellers and customers never see your comments or attachments.

Leave a comment

Click Leave a comment, type your message, and click Post. You can also:

  • Mention a teammate by typing @ and picking their name. They get an in-app notification unless they've turned Mentions off.
  • Add an emoji with the smiley button.
  • Attach files with the paperclip: JPEG, PNG, WebP, or PDF, up to 5 files per comment, 20 MB each and 25 MB in total.

You can edit or delete your own comments. Team owners can delete any comment.

Filter an offer's Activity

On offers, use the tabs at the top:

  • All: comments and history together, newest first
  • Comments: only your team's comments
  • History: only updates, such as quote sent, quote accepted, label created, delivered, and payouts

Your earlier notes

Notes you saved on a customer before Activity launched now appear in their Activity as Earlier note.

Get notified

Choose how you hear about comments, mentions, and teammates' changes in Settings → Profile & Security → Notifications. See How do I change the notifications I receive? for the full list.

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