Activities
Activities track all interactions with customers across your CRM. This unified system captures calls, meetings, tasks, emails, and notes in one place.
Overview
Section titled “Overview”Activities provide a complete history of engagement with contacts, accounts, and deals. The system supports multiple activity types, each with relevant fields and behaviors. Activities can be linked to multiple entities simultaneously and support reminders, calendar sync, and meeting participants.
Related Modules:
- Tasks - Filtered view of task activities
- Calendar - Meeting schedule view
- Reminders - Activity reminder notifications
- Contacts - Log contact interactions
- Deals - Track deal activities
- Contacts - Contact interaction history
Activity Types
Section titled “Activity Types”| Type | Description |
|---|---|
| Call | Phone conversations |
| Meeting | Scheduled meetings (with calendar sync) |
| Task | To-do items and action items |
| Email correspondence | |
| Note | General observations and comments |
Activity Fields
Section titled “Activity Fields”Common Fields (All Types)
Section titled “Common Fields (All Types)”| Field | Description | Required |
|---|---|---|
| Subject | Activity title | Yes |
| Description | Additional details | No |
| Due Date | When it’s due | No |
| Status | Pending, Completed, or Cancelled | Yes |
| Priority | Low, Medium, or High | No |
| Owner | Assigned team member (can be unassigned) | No |
Meeting-Specific Fields
Section titled “Meeting-Specific Fields”| Field | Description | Required |
|---|---|---|
| Start Time | When the meeting begins | Yes |
| End Time | When the meeting ends | No |
| Duration | Length in minutes | No |
| Meeting Link | Video call URL | No |
| Sync to Calendar | Enable external calendar sync | No |
| Calendar Provider | Google Calendar or Outlook | If sync enabled |
Activity Participants
Section titled “Activity Participants”Meetings can have contact participants:
| Field | Description |
|---|---|
| Participant Type | Contact |
| Participant | The person attending |
| Invitation Sent | Whether an invite was sent |
Activity Status
Section titled “Activity Status”| Status | Description |
|---|---|
| Pending | Not yet completed |
| Completed | Successfully finished |
| Cancelled | No longer needed |
Activity Priority
Section titled “Activity Priority”| Priority | Description |
|---|---|
| Low | Can wait |
| Medium | Normal priority (default) |
| High | Urgent attention needed |
List View
Section titled “List View”Paginated data table with all activity types:
- Search and filter by type, status, owner, priority
- Quick toggle completion via checkbox
- Sort by date, type, or status
Kanban View
Section titled “Kanban View”Cards grouped by status (Pending, Completed, Cancelled):
- Drag-and-drop between status columns
- Cursor-based pagination per column
Calendar View
Section titled “Calendar View”Three calendar modes for meeting activities:
- Day - Hourly timeline for a single day
- Week - 7-day grid with time slots
- Month - Monthly overview with event indicators
See Calendar for details.
Entity Associations
Section titled “Entity Associations”Activities can be linked to multiple CRM entities simultaneously:
Activity └── Linked To ├── Contact ├── Deal ├── Account └── ContactA single activity can appear on the timeline of all linked entities, such as a contact, account, or deal.
Calendar Sync
Section titled “Calendar Sync”Meetings can sync with external calendars:
- Enable Sync to Calendar when creating a meeting
- Select your Calendar Provider:
- Google Calendar (requires OAuth connection)
- Outlook (requires OAuth connection)
- The meeting appears in your external calendar
- Changes sync between systems
Setup: Connect your calendar account in Settings > My Connections.
Activity Reminders
Section titled “Activity Reminders”Activities support configurable reminders. See Reminders for full details.
- Up to 4 reminders per activity
- Meetings - Relative timing (5 min, 15 min, 1 hour before, etc.)
- Tasks/Calls - Absolute timing (specific day and time)
- Channels - Email, in-app notifications, or both
- Defaults - Configure default reminders in Settings
Creating Activities
Section titled “Creating Activities”From the Activities Page
Section titled “From the Activities Page”- Navigate to Activities in the sidebar
- Click New Activity
- Select the activity type (Call, Meeting, Task)
- Fill in required fields
- Optionally link to entities and add participants
- Click Create
From Entity Detail Pages
Section titled “From Entity Detail Pages”Create activities directly from:
- Contact detail page
- Deal details page
- Account details page
- Contact details page
The activity is automatically linked to that entity.
Custom Fields
Section titled “Custom Fields”Activities support custom fields configured by administrators.
Data Visibility
Section titled “Data Visibility”Activity visibility is scoped by ownership:
- All - See all activities
- Department - See department members’ activities
- Own - See only your activities
- Unassigned activities are visible to everyone
Notification Events
Section titled “Notification Events”| Event | Description |
|---|---|
| Activity Assigned | An activity is assigned to you |
| Activity Due Soon | An activity is due within 1 hour |
| Activity Overdue | An activity has passed its due date |
Automatic checks run every 5 minutes for due soon and overdue alerts. Only one alert per 24 hours per activity.
Best Practices
Section titled “Best Practices”- Log everything - Record all customer interactions
- Be specific - Use clear subjects and descriptions
- Set due dates - Schedule follow-ups with dates
- Link properly - Connect activities to relevant entities
- Add participants - Track who attended meetings
- Use meeting links - Include video call URLs
- Enable calendar sync - Keep your calendar up to date
- Set reminders - Never miss an important meeting or task
See Also: