Activity

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Activity Overview

Activity in Cortado is the durable history attached to each record — the notes your team has added, the tasks created and completed, the emails sent and received, and how your customers have engaged with the quotes you sent them. There is no single org-wide activity feed page in Cortado. Instead, activity surfaces in two places:

• Per-record activity tabs — on every lead, contact, booking, event, quote, and invoice
• The Daily Activity Summary — on the Reports page, rolled up across the whole organization for a chosen day

This is different from the bell-icon Notification Center, which is real-time and personal. See How Activity Differs from Notifications below.

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Activity Tabs on Each Record

Every lead, contact, booking, event, quote, and invoice has an Activity area with the following tabs:

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Notes

Internal team notes attached to the record. Use notes to capture context that doesn’t belong in an email: a phone-call recap, a heads-up for the next teammate who picks the lead up, or a quick observation about the customer.

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Tasks

To-dos linked to this record. Creating a task from within a record auto-links it to that record’s parent — no need to set the parent manually. See Tasks for the full task workflow.

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Emails

A paginated history of every email sent from or received to this record through Cortado. Each entry shows:

• Subject
• Sender and recipient(s)
• Timestamp
• An expandable view of the full body

Use this tab to see exactly what’s been said to the customer — useful when picking up a lead a teammate started, or when a customer asks “what did you send me again?”

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Quote Interactions

A timeline of how the customer is engaging with the quotes you’ve sent. See the next section for details.

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Quote Interactions

When you send a quote, Cortado tracks what happens next. The Quote Interactions tab records the following event types:

• Quote Sent — recorded when you send the quote
• Quote Viewed — recorded when the recipient opens the portal link (including anonymous shared-link opens)
• Quote Accepted — recorded when the customer accepts in the portal
• Quote Rejected — recorded when the customer rejects in the portal
• Quote Expired — recorded when a quote passes its expiration date

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Per-Recipient Tracking

For each recipient of a quote, Cortado tracks:

• First viewed timestamp
• Last viewed timestamp
• Total view count
• Accepted timestamp (if they accepted)

If a customer forwards their personal share link to a colleague — for example, the planner shares it with their CFO — that forwarded recipient is tracked as a separate viewer, so you can see exactly who looked at the quote.

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Roll-up on the Lead

The quote interaction history rolls up onto the lead detail page as well, so when you open a lead you can quickly see who has and hasn’t engaged with the quote you sent.

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Daily Activity Summary

The Reports page has an Overview tab that includes a Daily Activity Summary — a one-day, org-wide roll-up of activity. The summary lists, for a selected day:

• Notes created across every record in the organization
• Tasks completed across every record in the organization

Each entry links back to its parent record — inquiry, event, booking, contact, invoice, or quote — so a manager can drill in for context. By default, the Daily Activity Summary loads yesterday’s activity, which is the most useful view for a morning team review. You can change the date to look at any other day.

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How Activity Differs from Notifications

It’s easy to confuse activity with notifications. They serve different purposes: If you want a real-time alert when a customer views your quote, use the Notification Center. If you want to look back later and see who viewed it, when, and how many times, use the Activity tabs on the record.

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Best Practices

1. Read the Activity tab before a customer touch — five seconds of skimming Notes and Emails prevents you from repeating a teammate’s question or missing context the customer already shared
2. Watch Quote Interactions for buying signals — a quote viewed multiple times by multiple recipients is a strong signal to follow up; a quote sent and never opened is a signal to nudge
3. Add notes when you hand off — when a lead is passing between teammates, drop a short note summarizing where things stand so the next person doesn’t start from zero
4. Use the Daily Activity Summary for stand-ups — yesterday’s roll-up of notes and completed tasks is a clean meeting agenda
5. Don’t rely on notifications for the record — notifications can be archived and forgotten; if something matters long-term, it belongs in a note on the record
6. Look across recipients — when a quote has multiple viewers and one has accepted, the per-recipient view tells you which stakeholder closed the loop