Overview
The Activities timeline is a shared log of all interactions your team has had with a contact — calls, meetings, emails, site visits, and any other touchpoints. It gives every user working with that contact a complete picture of relationship history at a glance.
Viewing Activities
Activities are accessible from the Activities tab on any CRM contact record. The timeline is displayed in reverse-chronological order, showing each recorded interaction with its type, date, and any notes captured at the time.
Recording a New Activity
To log an interaction, open the contact record and select New Activity. Fill in the following fields:
Activity Type — select from options such as Call, Meeting, Email, Site Visit, or Other
Date — defaults to today; adjust if logging a past interaction
Contact — pre-filled from the contact record; can be adjusted if the interaction involved multiple contacts
Notes — a free-text field to capture the key points of the interaction, outcomes, or follow-up actions
Click Save to add the activity to the timeline. It will immediately be visible to all users with access to that contact record.
Editing and Deleting Activities
Existing activities can be edited by selecting the activity from the timeline and choosing Edit. You can update any field, then save to apply your changes.
To remove an activity, select Delete. Deletion is permanent — there is no recovery once confirmed.
Activities Across the CRM
Activities recorded against a contact are also visible in the broader CRM Activities index, which aggregates interactions across all contacts. This view is useful for reviewing your team's recent activity or checking what has been logged for a particular period.The Activities index should read as a detailed timeline, informing you (and other users) on any calls, meetings, emails, or any other interaction you might have with a contact. It displays all the Activities recorded for a contact, along with options to create follow up tasks directly from the activity. Additionally, administrators also have the option to delete and edit existing activities.
New Activity
When viewing Activities on a Contact, you can select New Activity, which will display a form for entering a new activity.
Alternatively, completing a Task will prompt you to create a New Activity as part of the Task completion.
Follow Up Task
You can also create one or many Follow Up Tasks directly from an activity
