Logging Activities

Activities are a record of every interaction with a contact — calls, emails, meetings, and notes.

Creating an activity

1. Open a contact’s detail view
2. In the Activities section, click Log Activity
3. Fill in:
   • Type — call, email, meeting, or note
   • Title — a short description (e.g., “Follow-up call re: proposal”)
   • Description — detailed notes about what was discussed
   • Date — when it happened (defaults to now)
4. Click Save

Activity types

Type	When to use
Call	Phone conversations
Email	Email exchanges (also auto-logged when sending from CRM)
Meeting	In-person or video meetings
Note	Internal notes, reminders to self, observations

Auto-logged activities

When you send an email through the CRM (via the email feature), an activity is automatically created on the contact’s record. No manual logging needed.

Viewing activities

Activities appear on the contact’s detail page in reverse chronological order — most recent first. Each entry shows the type, title, who logged it, and when.

Tips

• Log activities immediately after interactions while details are fresh
• Use notes for internal context that doesn’t fit elsewhere (e.g., “Prefers calls over email”)
• Activities build a complete history of your relationship with each client