Activity Tracking
Log calls, emails, meetings, and notes on your deals.
Activity tracking helps you maintain a complete history of interactions for each deal. Every call, email, and meeting is logged with timestamps for accountability and context.
Activity Types
Manual Activities (You Log)
| Type | Icon | Use For |
|---|---|---|
| Email Sent | Outbound emails | |
| Email Received | Inbound emails | |
| Call Made | Phone | Outbound calls |
| Call Received | Phone | Inbound calls |
| Meeting | Users | Scheduled meetings |
| Note | File | General notes |
Automatic Activities (System Logs)
| Type | When Logged |
|---|---|
| Deal Created | When a new deal is created |
| Stage Changed | When deal moves to a different stage |
| Deal Updated | When value or close date changes |
Automatic activities help track deal progression without manual entry.
Viewing Activities
In the Deal Modal
- Open any deal
- Scroll to the Activity Timeline
- Activities are shown chronologically (newest first)
On the Dashboard
The Recent Activity section shows the last 20 activities across all deals.
Logging an Activity
- Open the Deal Modal
- Scroll to the Activity Timeline
- Click Log Activity
- Select the activity type
- Enter a description
- Click Save
Writing Good Descriptions
Be specific and actionable:
Good:
- "Spoke with John, interested in Q2 trial. Follow up with pricing by Friday."
- "Sent proposal for $50K annual contract. They're comparing with two other vendors."
Bad:
- "Called"
- "Sent email"
Include:
- Who you spoke with
- Key points discussed
- Next steps
- Timelines mentioned
Editing Activities
You can edit activities you've created:
- Find the activity in the timeline
- Click the edit button
- Update the description
- Click Save