Activities
The Activities section is a CRM activity log where you track all interactions with contacts, clients, collaborators, and suppliers.
What you can do
- Log an activity - Record a call, meeting, email, visit, or other interaction
- Link to contacts or clients - Associate each activity with a contact, client, collaborator, or supplier
- Filter and search - Find activities by type, date range, or associated entity
- Edit or delete - Update activity details or remove entries
Activity types
| Type | Description |
|---|---|
| Call | Phone call (inbound or outbound) |
| Meeting | In-person or virtual meeting |
| Email correspondence | |
| Visit | On-site visit |
| Other | Any other type of interaction |
tip
Use activities to maintain a complete history of all communications with your business contacts.