CRM activities: log every touch

Record calls, meetings, notes, and tasks against leads, companies, and contacts; tasks carry due dates with overdue badges.

An activity is one recorded touch with a customer: a phone call you made, a meeting you held, a note you jotted down, a follow-up task you owe. Use this page right after every interaction — memory fades, the log does not, and anyone on the team can pick up where you left off.

Five activity types#

• Call — a phone conversation with the customer.
• Meeting — an in-person or online meeting.
• Email (record only) — you record that an email was sent; the system does not send it.
• Note — any free-form observation worth keeping.
• Task — a to-do with a due date (e.g. "send the quote by Friday").

Tasks and due dates#

A task is a promise to yourself with a date on it. Overdue tasks and tasks due today show badges on the activities page so nothing slips through the cracks. There are no push or email reminders — the badges on the page are the reminder.

Log an activity#

1. Open the Activities page and click New.
2. Choose the type (call, meeting, email record, note, task) and attach it to the right lead, company, or contact.
3. Write what happened (who you spoke to, what was discussed, what was promised) and, for tasks, set a due date.
4. Save. The activity appears on the timeline of that lead/company/contact.