Log an Activity
Record a call, meeting, or email against a contact or deal.
Logging an Activity
- Open a contact or deal record.
- In the Activity tab, click Log Activity.
- Select the activity type: Call, Email, Meeting, or Task.
- Set the date/time, add a description, and optionally link to another record.
- Click Save — the activity appears in the timeline and in your team's feed.
Where to go next
- Understand the whole module → How CRM & Sales Works
- Next in this module → Using the Quote-to-Cash Pipeline
- How to Use the Pipeline Hub
- How to Run the Quote-to-Cash Pipeline
- See where this fits in the bigger picture → How a Lead Becomes Cash
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