At the top of the Activity view you can narrow down the list using filters. This is essential when you have a large volume of history.
Filter by Action Type
Open the Actions dropdown, either from Prospecting or Engagement tabs.
Select the type of process you want to view.
This is the fastest way to answer questions like "Did yesterday's contact import finish correctly?" or "How many exports to the CRM have we done this week?"
Tip: In the Engagement tab, the action filter lets you isolate specific campaign step types (e.g., only emails, only LinkedIn invitations).
Filter by Created by or Identity
Use the Created by filter (Prospecting tab) or the Identity filter (Engagement tab) to:
See actions performed by a specific team member.
Review what a new colleague has done during onboarding.
Investigate who launched a particular import or export.
Identify which identity executed a campaign step.
This is useful for audits and team monitoring.
Filter by Status (Prospecting)
Each prospecting action has a status. You can filter by status to focus on:
Only Failed actions — to troubleshoot what went wrong.
Processing or Queued actions — to see what is still running or waiting.
Completed actions — to confirm everything is finished.
See Task Statuses Reference for full definitions.
Filter by Companies (Engagement)
Each engagement action is related to a lead which pertains to some company. You can filter by companies.
Filter by Date Range
Use the Date filter to focus on a specific time window. For example:
Today or Yesterday — to verify fresh operations.
Last week or Last month — for periodic reviews.
A custom range — to analyze a specific period (e.g., for a campaign).
Combine Multiple Filters
You can combine multiple filters at once to get a very precise view. For example: "All CSV imports done by Maria in the last 7 days."
Note: In the Engagement tab, you can also search by text using the search bar