Activities

What it does

Activities track all your sales interactions — calls, emails, meetings, and follow-up tasks. Each activity is linked to a deal or contact, building a complete timeline of your sales efforts.

Key actions

• Log calls, emails, meetings, and tasks
• Link activities to deals and contacts
• Set due dates and reminders
• Mark activities as completed

Getting started

Go to CRM > Activities or add an activity from within a deal or contact page. Log each interaction to maintain a complete sales history.