CRM, Notes, and Profile Visits in one view - See deal-stage movements from your CRM, notes your team has added, and the profile-visit history together in one compact widget. A clear label on each activity tells you exactly what you’re looking at.
Filter, and let Tracxn remember it - Use the dropdown to narrow the widget to just the activity type you want. The widget saves your selection and reapplies your preferred filter the next time you open a profile.
Note:
When you filter by CRM, the widget shows activity from Tracxn’s deal flow CRM only.
The widget is available on Company, People, and Legal Entity pages, so your activity view stays consistent across Tracxn.
