Overview
The Activities tab provides a chronological timeline of all interactions across your CRM. Every call, email, meeting, and note is captured here, giving you complete visibility into customer relationships and team activity.Activities are automatically created when bookings occur. Manual logging captures everything else—calls, emails, meetings, and notes.
Activity Types
Log different types of interactions:Call
Phone conversationsLog phone calls with:
- Call subject
- Notes/summary
- Outcome
- Duration (optional)
Email correspondenceLog emails with:
- Subject line
- Email content/summary
- Recipient info
Meeting
In-person or video meetingsLog meetings with:
- Meeting subject
- Discussion notes
- Attendees
- Action items
Message
Instant messagesLog SMS, chat, WhatsApp:
- Platform/channel
- Message content
- Response notes
Note
General notesLog observations:
- Important info learned
- Preferences discovered
- Context for future
Custom
Other interactionsLog anything else:
- Site visits
- Events
- Custom touchpoints
Activity Fields
Each activity records:Call, Email, Meeting, Message, Note, or Custom
Brief description of the interactionExamples:
- “Discussed project timeline”
- “Follow-up on proposal”
- “Initial discovery call”
Detailed notes or contentInclude:
- Key discussion points
- Decisions made
- Next steps agreed
- Important quotes or requests
When the interaction happened (defaults to now)
Organization involved in this interaction
Person involved in this interaction
Related sales opportunity (if applicable)
Communication channel usedExamples: Phone, Zoom, In-person, Email, Slack
Logging Activities
From the Activities Tab
1
Click Log Activity
Opens the activity dialog
2
Select Activity Type
Choose: Call, Email, Meeting, Message, Note, or Custom
3
Enter Details
- Subject: Brief description
- Body: Detailed notes
- Occurred At: When it happened
4
Link Records
Connect to:
- Account (organization)
- Contact (person)
- Deal (opportunity)
5
Save
Activity appears in timeline
From Account Drawer
Click Add Activity in an account drawer:- Account is pre-linked
- Activity appears in account’s timeline
- Good for organization-level interactions
Contextual Logging
Log activities from where you’re working:- After a Call
- After a Meeting
- Email Summary
Best practice: Log immediately while details are fresh
- Open Activities tab or Account drawer
- Click Log Activity
- Select “Call”
- Enter subject and notes
- Link to contact/account
- Save
Activity Timeline
The Activities tab displays a visual timeline:Timeline Layout
Timeline Features
- Chronological order: Newest first
- Color-coded icons: Different colors per activity type
- Rich metadata: Shows linked account, contact, deal
- Full content: Expandable notes/body text
- Pagination: Browse through large histories
Filtering Activities
Filter Options
Search
Text search across:
- Subject
- Body content
- Account name
- Contact name
- Deal name
Activity Type
Show only:
- All Types
- Calls
- Emails
- Meetings
- Messages
- Notes
- Custom
Time Range
Filter by date:
- Last 7 days
- Last 30 days
- Last 90 days
- All time
Account
Show activities for:
- All Accounts
- Specific organization
Clear Filters
Click Clear Filters to reset all filters and show all activities.Activity Analytics
The timeline provides immediate insights:- Activity volume: How many interactions in selected period
- Activity mix: Which types are most common
- Account coverage: Which accounts have recent activity
- Team activity: What interactions are happening
Advanced activity analytics and reporting dashboards are coming soon.
Export
Click Export CSV to download activity data:| Column | Description |
|---|---|
| Type | Activity type (Call, Email, etc.) |
| Subject | Activity subject |
| Body | Detailed notes |
| Account | Linked organization |
| Contact | Linked person |
| Deal | Linked opportunity |
| Channel | Communication channel |
| Occurred At | Date and time |
Best Practices
Log Activities Immediately
Log Activities Immediately
The best time to log an activity is right after it happens:
- Details are fresh in your mind
- Context is accurate
- Nothing gets forgotten
- Creates real-time visibility
Be Specific in Subjects
Be Specific in Subjects
Write subjects that tell the story at a glance:Good:
- “Discussed Q4 budget, approved $50K”
- “Rescheduled launch to January”
- “Addressed billing concerns”
- “Call”
- “Meeting”
- “Follow up”
Include Action Items
Include Action Items
When logging meetings or calls, capture:
- What was agreed
- Who is responsible for what
- Deadlines mentioned
- Next steps
Link to All Relevant Records
Link to All Relevant Records
Always link activities to:
- Account: The organization
- Contact: The person you spoke with
- Deal: If related to an opportunity
Use Consistent Activity Types
Use Consistent Activity Types
Choose the right type for each interaction:
- Call: Phone or video call
- Email: Email correspondence
- Meeting: In-person or scheduled video meeting
- Message: Quick chat, SMS, Slack
- Note: Internal observations
- Custom: Everything else
Log for Your Team
Log for Your Team
Write activities as if someone else will read them:
- Include enough context
- Explain acronyms or references
- Note who was present
- Be professional
Activities in Other Views
Activities appear throughout the CRM:Account Drawer
The account drawer shows:- All activities linked to that account
- Add new activities pre-linked
- Complete interaction history
Contact Profile
Contact profiles include:- Activities involving this person
- Chronological interaction timeline
- Quick activity logging
Deal Context
Deal-related activities show:- Sales conversation history
- Negotiation notes
- Proposal discussions
Automatic Activities
Some activities are created automatically:Booking Created
When a booking is made, an activity records:
- Booking details
- Customer info
- Service booked
Booking Completed
When a booking is marked complete:
- Service delivered
- Final notes
Automatic activities are marked with their source (e.g., “Booking”) to distinguish from manual entries.