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Logging Activities

Log calls, emails, meetings, and other activities on company records

Overview

Activities are the building blocks of your company interaction history.

Every interaction with a company should be recorded as an activity. Activities create a chronological timeline on the company detail page, giving your entire team visibility into the relationship history. Logged activities also update the Last Activity columns on the companies list, helping you identify companies that need attention.

Activity Types

The CRM supports several built-in activity types to categorize interactions.

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.

System activities

System activities are created automatically when certain changes occur on the company record. They provide an audit trail and cannot be edited or deleted.

How to Log an Activity

Step-by-step guide to recording a new activity on a company.

Open the company detail page

Navigate to the company where you want to log the activity. Click on a company name from the list or use the search to find it.

Click the Add Activity button

In the Activities section of the company detail page, click the Add Activity button. The activity form will open.

Select the activity type

Choose the type of activity from the dropdown: Call, Email, Meeting, Note, Task, or Follow-up. The form fields may adjust based on the type selected.

Fill in the activity details

Enter the subject, description, date, and any other relevant details. See the field reference below for a full list of available fields.

Associate a contact (optional)

If the activity involved a specific person at the company, select them from the Associated Contact dropdown. This links the activity to both the company and the person record.

Save the activity

Click Saveto record the activity. It will appear immediately in the company's activity timeline, and the Last Activity date on the companies list will update.

Activity Form Fields

Fields available when logging an activity on a company.

Field	Description	Type
Type*	The category of the activity: Call, Email, Meeting, Note, Task, or Follow-up.	select
Subject*	A brief title summarizing the activity (e.g., "Discovery call with CEO").	text
Description	Detailed notes about what occurred during the activity, key takeaways, or action items.	textarea
Date*	The date and time the activity occurred or is scheduled for.	datetime
Duration	How long the activity lasted, in minutes. Particularly useful for calls and meetings.	number
Associated Contact	The person at the company involved in this activity. Select from contacts linked to the company.	select
Sync to Calendar	Push this activity to your connected Google or Outlook calendar. Auto-enabled for future Meetings and Calls when a calendar is connected. Only visible when a calendar integration is active.	toggle

Calendar sync for activities

When you have a Google or Outlook calendar connected, a Sync to Calendar toggle appears on the activity form. For future-dated Meetings and Calls, this toggle is automatically enabled so the event appears on your external calendar. You can turn it off for any individual activity. See Reminders & Calendar Sync for full details on bidirectional sync behavior and profile settings.

Be specific with subjects

Write descriptive subjects like "Q2 pricing discussion with VP of Sales" rather than generic ones like "Call." This makes it much easier to scan the timeline and find specific interactions later.

Timeline Display

How activities appear on the company detail page.

Activities are displayed in a chronological timeline on the company detail page, with the most recent activities at the top. Each entry in the timeline shows:

An icon indicating the activity type (phone for calls, envelope for emails, etc.).
The subject line and a preview of the description.
The date and time of the activity.
The user who logged the activity.
The associated contact, if one was linked.
Duration, if recorded.

Click on any activity in the timeline to expand it and view the full description. System activities are displayed with a distinct style to differentiate them from user-created entries.

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 and Deleting Activities

Modify or remove activities from the company timeline.

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.

Deleting activities is permanent

Once an activity is deleted, it is permanently removed from the timeline and cannot be restored. If you need to correct information, consider editing the activity instead of deleting and re-creating it.

Sales Activities vs. All Activities

Understanding the two activity tracking modes on the companies list.

The companies list has two activity-related columns: Last Activity (Sales) and the optional Last Activity (All). Sales activities include Calls, Emails, and Meetings since these represent direct sales interactions. The All column also counts Notes, Tasks, Follow-ups, and System activities. Use the Sales column to identify companies that have not received recent sales attention, and the All column for a complete view of engagement.

Company Detail Page— Navigate the full company record Calendar— View and manage scheduled activities Tasks— Manage tasks and action items Outreach & Email— Email tracking and campaigns

Company Detail Page

Custom Fields on Companies