Logging calls, meetings and emails

Record interactions with customers, plan upcoming ones, and read an account’s whole history on one timeline.

Activities are your record of every interaction with a customer: a call, a meeting, an email, a demo, or just a note. Log what just happened, or plan something for later and mark it done when it happens. The next person to pick up the account can then read what already happened instead of asking the customer to repeat themselves.

Where activities appear#

Activities are shown as timelines, newest first, in two places:

On an opportunity, under the Activity heading at the bottom of the deal page. It shows the activities logged against that deal.
On a customer, under Activity across this account. This is a unified timeline: everything logged against the account itself, plus everything logged against its contacts and its deals.

The timeline loads 20 activities at a time. Select Load more at the bottom to see older ones.

Who can use it#

Permissions

crm_activity.viewcrm_activity.log

crm_activity.view shows the timelines. crm_activity.log adds the Log activity button and the Mark done and Call off actions. Without the view permission, the timeline section doesn’t appear at all.

You only ever see activities about records you’re allowed to see. On a customer’s unified timeline, if your role can’t see contacts or opportunities, their activities are left out and the page says so, for example: “Deal activity is not shown — your role does not include opportunities.”

Log something that happened#

Open the deal or customer
Go to the opportunity or customer the interaction was about.
Select Log activity
It’s below the timeline.
Pick the Type
Choose Call, Meeting, Email, Note, Demo or Other.
Describe it
Write a one-line summary in What happened (required), for example “Called about the rollout date”. Add detail in Notes if it helps.
Select Log it
Leave Due (to plan it instead) empty. The activity is saved as completed and timestamped as happening now.

Plan an activity for later#

Select Log activity and fill in Type and What happened
For example, a Meeting called “On-site with the operations team”.
Set a due date
Pick a date in Due (to plan it instead). The button changes to Plan it.
Select Plan it
The activity appears on the timeline with a Planned badge and “Due” followed by the date.

Mark a planned activity done, or call it off#

Each planned activity on a timeline has two buttons:

Mark done records that it happened, timestamped now. The Planned badge goes away.
Call off marks it as not happening. It stays on the timeline with a Called off badge.

Note

A completed activity can’t be called off (it happened), and a called-off activity can’t be marked done. If plans change again, log or plan a new activity.

Reference#

Activity types#

Call: A phone or video call.
Meeting: An in-person or scheduled meeting.
Email: An email you sent or received that is worth recording.
Note: Something you learned or want the team to know.
Demo: A product demonstration or walkthrough.
Other: Any other interaction.

Statuses#

Status	Shown as	Time shown
Completed	No badge	When it happened
Planned	Planned badge, with Mark done and Call off	“Due” and the due date
Called off	Called off badge	When it was logged

Limits#

What happened can be up to 255 characters; Notes up to 10,000.
Activities can’t be deleted. A planned activity that didn’t happen is called off instead, so the timeline still shows that it was arranged.
The web app doesn’t have a way to edit an activity’s text after you log it.

Tips#

Log on the most specific record. A call about a deal belongs on the opportunity. It will still show up on the customer’s unified timeline.
Put the outcome in What happened (“Agreed to a pilot in October”), not just the kind of interaction. The type badge already says it was a call.
Use planned activities for customer-facing commitments with a date. Internal to-dos belong in work items, which you can assign and track.

FAQ#

Where are tasks and follow-ups?

They are work items, not activities. The activity log is the record of interactions; anything still to be done belongs in a work item you can assign, schedule and track.

Do I have to log the same call on the deal and on the customer?

No. Log it once on the deal and the customer’s unified timeline shows it too.

Someone told me an account has more activity than I can see.

That is the permission filter. The timeline tells you when it is hiding contact or deal activity. Ask an administrator whether your role should include contact.view or opportunity.view.

Does logging an activity change the account’s health badge?

Not currently. See Account health for what the badge is based on.

Still stuck? Search the docs with ⌘K, open Help inside UnitX, or contact support.