How to Track Your Next Steps and Past Activity | Salesforce
How to Track Your Next Steps and Past Activity
See at a glance what just happened and what to do next on the deals and accounts that you’re working on.
Manage Work and View Past Activity in Lightning Experience Always know what to do next on each deal that you’re working on, and see at a glance what’s already happened. The Home page and the activity timeline both display your open tasks and upcoming meetings. The activity timeline also shows you past activity on an opportunity, a lead, an account, or a contact.
Work on Open Activities and View Activity History in Salesforce Classic The Open Activities and Activity History related lists tell you at a glance what just happened and what to do next on the deals and accounts you’re working on. Use the buttons and links to create a task, request a meeting or an update from a contact, log a call, or send an email. If you use person accounts, you can enter them in either the Name or Related To field of an event or a task.