Tracking sales activity in MediaOS provides visibility into client engagement and helps teams stay organized, focused, and goal-oriented. By capturing meaningful one-on-one interactions, users can better manage their time and measure progress toward sales goals.
What Counts as Trackable Activity #
In MediaOS, activity refers to any one-on-one interaction between a user and an account. This includes emails, phone calls, meetings, and follow-ups—all of which are considered client-facing touch points and contribute toward activity tracking. These actions are represented by icons throughout the platform, making it easy to identify where activity has occurred.
To view a complete history of activity across users and accounts, use the Activity List report located in the Sales Reports section. This report provides a detailed overview of every tracked interaction, helping managers and sales reps monitor engagement and follow-up patterns over time.
What Does Not Count as Trackable Activity #
Certain types of actions, while helpful internally, are not considered trackable activities. For example, mass email campaigns are not included in activity reporting because they do not represent personalized, one-on-one engagement. Similarly, notes and tasks are classified as internal-only tools—they support workflow and organization but do not involve direct client interaction, and therefore do not count toward tracked activity totals.
