A new notification exists in the bell notification feed and will be on by default called “Recently Saved Clarity Activities”. The goal of this notification is to inform you when new Activities are created from Emails and Calendar Events, over the last 7 days, flowing through Clarity. You can then decide if you want to Delete the Activity, Delete the Activity and Block the Sender, or put a deal together from the Account/Agency on the Activity.
Clicking on the notification, once Activities from Clarity events are created, will load the expanded view of the notification where you can review the Activities created as well as the Account (If known), Agency (if known), Salesperson, Sender Name, Sender Email, and Date the Activity was created.
Any Activities that are created by Clarity, whether originating from an Email or Calendar Event, will display on this notification. You have Actions that you can select on the Activities.
Add Deal – Create a deal for the Account and/or Agency on the Activity. This will only add the deal for Prospects and Billing Accounts. Leads cannot have Deals.
Delete Activity – This will delete the Activity but it will allow any future activities to be created by the sender.
Block Sender and Delete Activity – This will delete the Activity and it will add the Sender to the Block List.
The listing of Recently Saved Clarity Activities can be downloaded to CSV file by clicking on the download button in the top right.