Object - Object
The following table lists the activities performed in Livespace and their effect on changing the date of the last activity in each object.
Example: Adding a note in a person's profile will change the last activity date on that person.
Performed action | Person | Company | Deal |
Adding note | ✅ | ✅ | ✅ |
Edition (changes in form) | ✅ | ✅ | ✅ |
Adding a tag | ✅ | ✅ | ✅ |
Adding to a group (without edition of form) | ✅ | ✅ | ✅ |
Adding task | ✅ | ✅ | ✅ |
Edition of task (including change of date) | ✅ | ✅ | ✅ |
Adding new deal | ✅ | ✅ | n/d |
New email sequence set up | ✅ | ✅ | ✅ |
Sending e-mail message | ⛔️ | ⛔️ | ⛔️ |
Sending e-mail campaign | ⛔️ | ⛔️ | ⛔️ |
Completion of task | ⛔️ | ⛔️ | ⛔️ |
Adding tie | ⛔️ | ⛔️ | ⛔️ |
Marking activity as done in deal process | n/a | n/a | ✅ |
Change of deal status | n/a | n/a | ✅ |
Adding products | n/a | n/a | ✅ |
Deal - Contact
The following table lists the activities performed in the deal's profile and their effect on changing the last activity date of related contacts.
Example: Sending an email in the deal's profile will not change the last activity date of the contact.
Activities performed in deal's profile | Person | Company |
Adding note | ✅ | ✅ |
Edition (changes in form) | ✅ | ✅ |
Adding task | ✅ | ✅ |
New email sequence set up | ✅ | ✅ |
Edition of task (including change of date) | ⛔️ | ⛔️ |
Adding to a group (without edition of form) | ⛔️ | ⛔️ |
Adding tag | ⛔️ | ⛔️ |
Sending e-mail message | ⛔️ | ⛔️ |
Completion of task | ⛔️ | ⛔️ |
Adding tie | ⛔️ | ⛔️ |
Change of status | ⛔️ | ⛔️ |
Adding products | ⛔️ | ⛔️ |
Marking activity as done in deal's process | ⛔️ | ⛔️ |
Contact - Deal
The following table lists the actions performed in the contact's profile and their effect on changing the last activity date of related deal.
None of the listed actions will change the last activity date of the deal's profile.
Action performed in the profile of the contact (person or company) | Deal |
Adding note | ⛔️ |
Edition (change within form) | ⛔️ |
Adding tag | ⛔️ |
Adding to a group (without edition of form) | ⛔️ |
Adding task | ⛔️ |
Edition of task (including change of date) | ⛔️ |
Adding new deal | ⛔️ |
New email sequence set up | ⛔️ |
Sending e-mail message | ⛔️ |
Completion of task | ⛔️ |
Adding tie | ⛔️ |