Activities are logged interactions — calls, emails, LinkedIn messages, voicemails, demos, and any other types your admin has configured. Logging an activity creates a record in the timeline of the relevant contact, company, or deal.
Logging an Activity
Open a contact, company, or deal record.
Click
Log Activityin the timeline section.Select the activity type.
Add a note (optional).
Click
Save.
Activity Types
The available types are configured by your admin in the Activity Types section. Common types include:
Call
Email
Voicemail
Text Message
LinkedIn Message
LinkedIn Connection Request
Viewing Activity History
All logged activities appear in the timeline of the associated company, contact, or deal. The Activity Report under Reports gives a team-wide view of activity counts by rep and time of day.
