Activity Detail View (Email Body and Call Review)

Overview

Clari’s Activity Detail View is a central sales inbox that allows selling teams to pressure test CRM data with real-time context from conversations that are happening via email body and meeting recordings. This feature provides a richer activity inspection experience than Clari's hover tips alone. Your activity data must be on DataHub for activities to be available for Activity Detail View.

 

Copilot's Conversational Intelligence is also part of Activity Detail View. You can view Copilot trackers associated with a particular meeting and review the call directly in Activity Detail View. Check it out here. 

 

 

Navigating to Activity Detail View

Launch Activity Detail View from the View Activity Details button from the Insights Panel or Timeline Tab of an opportunity or account.

 

Access Activity Details in the Heat Map

Hover over the Meetings, Emails Sent/Received, or Files Sent/Received and click on the appropriate date (see screenshot below).

 

A modal will open, then click the appropriate link (View Meeting Details, View Email Details, or View File Details).

 

 

Activity Detail Modal Actions

Once the modal is launched from any of the access points above, you land on a view of the most recent activity (email, meeting, or file). From the modal, users are able to take the following actions:

 

1. 1. Click into the heat map at the top of the modal to choose a new time period to view activities for

   2. The activity will appear on the left hand side and will be displayed based on the dates selected in the heat map at the top of the modal.

   3. Filter activity types either through the dropdown at the top left of the modal or via the check boxes beneath the heat map

 

NOTE: To see Email Body as below:

 

1. Turn on email body processing in Studio > Integrations > Look under Email/Calendar and turn on the Email Body View toggle. 

 

2. Then, reach out to your CSM to have this enabled. 

 

 

Access Activity Details in Forecast Expanded View 

1. Click the deal you want to inspect.

2. Click on the View Activity Details button (top right of Insights Panel) to view the details of meetings, emails, and files: 

 

  

 

Access Activity Details in Dashboards

Activity details can also be visualized in the Top Deal, Deal Prioritisation, Flow Summary, and Account Chart Widgets on the Dashboards.

 

Similar to the instructions above, click Activity Details View for a deep dive and look at the list of deals and accounts from these widgets.

 

1. Go to Dashboards and select one of the mentioned Widgets above.
2. On the Widget, click Expand Details (bottom right of Widget).
3. The Insights Panel will appear to the right side, from there click Activity Details View.

 

Activity Detail View on Clari Mobile 

 

1. Open Clari mobile and navigate to any module.

2. Click on any opportunity with email activity to view the Insights tab for that opportunity. You will see an activity heat map similar to Clari Web.

3. Click on any of the email bubbles—either Sent or Received.

4. Select any of the individual email threads/blocks, and you’ll find the email body content.