1.1 When It Appears
Triggered when the user opens any logged activity such as:
- Follow-up call
- Initial call
- Demo meeting
- Visit
1.2 What It Shows
View Mode
- Displays activity details in read-only mode.
- Three-dot menu for additional actions (based on user permissions).
Activity Information
- Activity title
- Activity type (Log, Follow Up, etc.)
- Description or remarks (if available)
- Follow-up date and time (for follow-up activities)
User Information
- Created By
- Created At
- Updated At
Activity Timeline
- Shows all activities related to the inquiry in chronological order.
- Helps track demos, follow-ups, calls, meetings, and other interactions.
1.3 Why This Sidebar Matters
It ensures:
- No activity can be denied
- Managers can review call quality
- Timeline integrity
- Team accountability
- Strong sales tracking discipline