Add customer activities in one place, review recent insights (including AI-generated), and see how clients are performing across campaigns. This helps account teams arrive at meetings fully prepared and make smarter recommendations backed by activity data.
Benefits:
Stronger client relationships as all the information is logged, therefore making the sharing of information more effective.
Smoother team coordination as it reduces duplicate work and miscommunication.
Clearer performance insight as it enables more accurate reporting to clients and smarter recommendations.
Setups
1. Select CustomerGo to the Customers List.
2. Review Previous ActivityOpen `Activity logs` to scan the last activity and insights (incl. AI Insight).
3. Create ActivityClick on Activity for the customer you want to add an activity for, then add a clear title, start/end dates, and a short description.
4. AssociateLink one or more brands/sub-brands for this customer.
5. TagAdd tags for channel type (earned/owned/paid) and other themes (e.g., country, campaign), then click Create Activity to save.
6. VisualiseReturn to the Customers List and go to your customer's Dashboard to view activities in the timeline or charts. Edit or delete any activity later via Customer Activity and scroll down to the Activity logs.
💡 Tip: Use consistent, pre-agreed tags so activities roll up cleanly in reports and dashboards.
✅ You should now be able to: Log a customer activity and see it reflected in the dashboard timeline and charts.
By logging every interaction and tagging it consistently, the whole team gains clear context, avoids duplicate effort, and can pinpoint which activities drive results. This improves client trust, strengthens handovers, and enables sharper, data-led reporting and recommendations.For a visual walkthrough on how to add customer activities into BoldLens, watch the video below.