• Call— Phone conversations with contacts at the company. Record the duration, outcome, and key discussion points.
• Email— Email exchanges sent or received. Link to tracked emails from the outreach module, or log them manually.
• Meeting— In-person or virtual meetings. Include attendees, agenda topics, and follow-up items.
• Note— General notes and observations about the company. Use notes for internal memos, research findings, or strategic insights.
• Task— Action items related to the company that need to be completed. Tasks appear on the company timeline and can also be tracked in the Tasks module.
• Follow-up— Scheduled follow-up actions. When you log a follow-up activity, the company's Next Follow-up date is updated automatically.
• System— Automatically generated entries that record system events such as status changes, ownership transfers, or field updates. System activities cannot be created manually.

Filtering the Timeline

You can filter the activity timeline by type to focus on specific interactions. For example, filter to show only Calls to review phone conversation history, or filter to Meetings to prepare for an upcoming review. The activity count for each type is shown in the filter options.

Editing an Activity

To edit an existing activity, click on it in the timeline to expand the details, then click the edit icon. Update any fields as needed and click Save. The activity timestamp reflects the original date, not the date of the edit.

Deleting an Activity

To delete an activity, expand it in the timeline and click the delete icon. You will be asked to confirm the deletion. Deleted activities cannot be recovered. System-generated activities cannot be deleted.