CRM Activities

The Activities hub helps you track every interaction with your contacts and deals. From calls and emails to tasks and demos, keep a complete history of your sales engagements.

What Are Activities?

Activities are actions and touchpoints with your contacts and deals:

Activities Hub

Access all activities at CRM > Activities (/crm/activities).

Hub Layout

The activities hub is organized into tabs:

Stats Cards

At the top of the hub, see summary statistics:

Creating Activities

From the Activities Hub

1. Navigate to CRM > Activities
2. Click Add Activity
3. Select activity type
4. Fill in details (see below)
5. Save

From a Contact or Deal

1. Open a contact or deal record
2. Scroll to the Activity Feed
3. Click Log Activity
4. Activity is automatically linked to the record

Activity Fields

Activity Statuses

Managing Activities

Marking Complete

To mark an activity as done:

1. Find the activity in the list
2. Click the checkbox or Mark Complete button
3. Optionally add completion notes
4. Timestamp is recorded automatically

Editing Activities

1. Click on the activity to open details
2. Click Edit
3. Modify fields
4. Save changes

Rescheduling

To change the due date:

1. Open the activity
2. Click the date field
3. Select new date/time
4. Save

Bulk Actions

Select multiple activities to:

• Mark complete
• Change status
• Reassign to another user
• Delete

Select activities using checkboxes, then choose an action from the toolbar.

Activity Types in Detail

Calls

Track phone conversations:

Phone Integration:

• Click phone numbers to initiate calls
• VoIP integration for direct dialing
• Call logging from softphones

Emails

Record email interactions:

Meetings

Schedule and log meetings:

Calendar Integration:

• Sync with Google Calendar or Outlook
• Send meeting invites
• View availability

Tasks

Action items to complete:

Notes

Free-form documentation:

• Quick updates
• Observations
• Research findings
• Any information worth recording

Demos

Product demonstration tracking:

Follow-ups

Scheduled reconnections:

• Automatically suggested by AI
• Linked to previous activities
• Reminder notifications

Activity Reminders

Setting Reminders

1. When creating/editing an activity
2. Set a Due Date and Due Time
3. Enable Remind me
4. Choose reminder timing:
   • At time of activity
   • 15 minutes before
   • 1 hour before
   • 1 day before
   • Custom

Notification Channels

Receive reminders via:

• In-app notification
• Email
• Browser push notification

Configure in Settings > Notifications.

Overdue Activities

Overdue Indicators

Activities past their due date show:

• Red date badge
• "Overdue" label
• Priority boost in lists
• Dashboard notification

Handling Overdue Items

Options for overdue activities:

1. Mark complete — If done but not recorded
2. Reschedule — Push to a new date
3. Cancel — If no longer relevant
4. Reassign — Give to another team member

Overdue Report

View all overdue activities:

1. Go to CRM > Activities
2. Click the Overdue tab
3. Filter by assignee, type, or priority
4. Bulk actions available for cleanup

Activity Automation

Rules Engine

Create automated activity rules:

Setting Up Rules

1. Go to CRM > Activities > Rules Engine
2. Click Create Rule
3. Define trigger conditions
4. Specify activity to create
5. Save and activate

Activity Reporting

Individual Activity View

See your activity metrics:

• Activities completed this week/month
• Calls made
• Meetings held
• Tasks completed

Team Activity Dashboard

Managers can view:

• Activities by team member
• Completion rates
• Overdue activity counts
• Activity type distribution

Activity in Analytics

Activities contribute to CRM analytics:

• Activity counts by type
• Activity-to-deal correlation
• Sales rep activity levels
• Contact engagement frequency

Best Practices

Logging Activities

1. Log immediately — Don't wait, capture details while fresh
2. Be specific — "Call" is less useful than "Discovery call with CTO"
3. Link to records — Always relate to contact, deal, or company
4. Set follow-ups — Every activity should spawn a next step

Activity Hygiene

• Clear overdue items weekly
• Reassign activities when out of office
• Cancel obsolete activities
• Use consistent naming conventions

Task Management

• Break large tasks into smaller ones
• Estimate time realistically
• Prioritize with due dates
• Review upcoming tasks daily

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Next Steps

• Contacts — Link activities to people
• Deals — Track deal-specific activities
• Analytics — Activity performance reports