The Activity Inbox feature in Aviso provides a centralized location to view and manage all sales interactions. This inbox allows users to filter and organize interactions based on various criteria, helping them stay on top of meetings, emails, and other communications with clients and prospects. Here’s how to access and navigate the Activity Inbox:

Accessing Activity Inbox

1.   Log in to Aviso. Click on Activity & RI.
   
2. You will be redirected to the Activity & RI Dashboard. Navigate to the Activity Inbox tab. Here you can view a list of interactions filtered by various criteria.
   
3.   Interaction Filters: Use filters to refine the list of interactions based on specific criteria.
   Available filters include:
   • Interaction Type: Choose the type of interaction (e.g., email, meeting).
   • Period Type: Select from the Creation Date or Start Date period type.
   • Period: Select interactions filtered by a specific number of days (e.g., last 7 days, last 30 days).
   • Meeting Type: Select the type of meeting from a drop-down list to categorize it.
   • Activity Status: You can select the activity status for which you want to view the interaction type. You can select between Mapped, Umapped, or All.
   • CRM Sync: Select the CRM type for which you want to view the interaction. You can select between CRM, Not in CRM, or All.
     
4. Based on the filters above, you can filter the following information for the Activity Inbox:
   • Interaction Type: The type of interaction mapped with the account such as calls, emails, or meetings. You can also view if the interaction type is logged in the CRM or not.
   • Create Date: Date and time of when the interaction was created. For instance, a meeting was created on                   16 Nov 2024, 03:37 AM.
   • Start: Date and time of when the interaction started. For instance, a meeting started on 20 Nov 2024, at 01:00 AM.
   • End: Date and time of when the interaction ended. For instance, a meeting started on 20 Nov 2024, at 04:00 AM.
   •  From: Originator or sender of the interaction.
   • Participants: Lists the participants involved in the interaction.
   •  Subject: Subject or title of the interaction.
   •  Meeting Type: Specifies the type of meeting associated with the interaction. Click the pencil icon and from the drop-down menu, select the meeting type that you want to assign to the interaction.
   •  Account Mapped: Indicates the account linked to the interaction type.
     
     

Action: Select a particular interaction type, to perform the following actions:

• At the Interaction Type level, you can perform the following actions:
  • Flag/Un>ag as Sensitive: Mark an interaction as sensitive to exclude it from the relationship map. 
    This can help protect confidential information.
  •  Block Sender: Block the sender to prevent future interactions from this individual from being mapped.
  •  Block Domain: Block an entire domain, ensuring that no interactions from this domain will be processed or mapped.
  • Edit Account Mapping: If needed, remap an interaction to a different account by selecting a new account from the drop- down menu.
    
    

You can select Interaction Type(s) in bulk, to perform the following actions:

•  Flag/Un>ag as Sensitive: Mark the selected interactions as sensitive to exclude them from the relationship map.
• Block Sender: Block the sender to prevent future interactions from the individual(s) from being mapped.
• Block Domain: Block an entire domain, ensuring that no interactions from this domain will be processed or mapped.
• Edit Account Mapping: If needed, remap the selected interactions to a
   different account by selecting a new account from the drop-down menu.
• Change Meeting Type: You can change the meeting type for the selected activities.
  
  

The Activity Inbox feature empowers users to effectively manage and organize their sales interactions, 
ensuring no important details are missed and allowing for a well-maintained relationship map with clients and prospects.