Activity

4 min

Overview

Activity is where Sales managers can review team activity across customers and prospects: calls, meetings, and other touchpoints. Activities are tied to specific provider or site profiles and can be viewed across reps, territories, and customers or prospects. MedScout provides a bi-directional activity sync with the customer's CRM so the field team's work shows up where the rest of the business resides.

Key Capabilities

See all activities across the providers and sites you or your team covers in a single view, filtered to surface what matters — recent work, specific reps, particular activity types, or open items.

Click Activity in the left-hand navigation panel to see activities across reps, accessible providers and sites, and activity types

View permissions follow the user's role: reps see only their own activity; managers see activity for their team

Use the Search Targets field in the upper left-hand corner of the page to look for activity for a specific target

Filter your view based on Rep Name, Type of activity, Status, and Timeframe

To sort the view, click on More Options (vertical ellipsis) in any of the sortable columns, including Target, Activity Type, Representative, and several others

To hide and show columns, click on the Columns button in the upper right-hand corner of the page to

Click Export to export your activity table to CSV or Excel

Keep your CRM as the system of record without forcing reps to double-enter. Activities logged in MedScout flow into Salesforce or HubSpot on the matched account record, and CRM-side activities flow back into MedScout.

Sales ops configure how MedScout activity types map to CRM activity types via integration setup; unmapped types default to syncing as CRM notes

Bi-directional sync runs continuously, with a 15-minute parity refresh

Activities post to the CRM account record matched to the MedScout provider or site (e.g., the Contact, Lead, or Account that provider is linked to)

Pre-existing activity data is included when a new CRM link is established, so newly connected providers don't start from a blank history

The Activity view in MedScout shows existing activities. You can capture new calls, meetings, notes, and other touchpoints directly from the provider or site profile you're working in — no jumping to a separate tool or losing context

To create new activities, navigate to the Profilesprofile view of any provider or site

Each activity captures type, content, and date/time

Activities log on the profile timeline immediately and become available across the platform

Activities sync bi-directionally to your CRM system

Good to Know

CRM coverage: The CRM activity sync supports Salesforce and HubSpot today. Other CRM integrations (Zoho, Dynamics) are on the roadmap but not yet supported for activity sync.

Activity type mapping: For now, all MedScout activities sync to the CRM as notes by default. Mapping specific MedScout activity types to specific CRM activity types (call, meeting, etc.) is supported as a configurable enhancement; check with your admin or CSM on current state.

Activity ID matching: Salesforce surfaces a unique ID on each Note that lets MedScout track sync state cleanly. HubSpot does not expose a unique ID, so MedScout uses a timestamp-plus-record-id approach to identify activities — this works in practice but is worth keeping in mind if you see edge-case sync behavior.

Sync direction defaults: When a provider is first linked to the CRM, MedScout pushes existing activities to the CRM but does not pull pre-existing CRM activities into MedScout for that provider. From the link point forward, activities sync bi-directionally.

Additional Resources

Provider ProfilesProfiles

CRM Integration

Activity

Overview

Key Capabilities

Review Activities Across Your Book

Sync Activities with Your CRM

Log Activities from a Profile

Good to Know

Additional Resources