Activities
Activities are the interactions, calls, emails, and meetings, logged against a contact, company, or deal.
#What it is
A logged activity builds the history of a relationship so anyone on your team can see what has happened.
#Key capabilities
- Log calls, emails, and meetings
- Tie activities to the right record
- Build a clear interaction history
- See recent activity at a glance
#How to use it
1
Log the activity
Record what happened after an interaction.
2
Attach it
Link it to the contact, company, or deal.
3
Review history
Use the timeline to prepare for the next step.
Tip
Consistent activity logging is what makes CRM reports and handoffs genuinely useful.
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