Contacts
Log an activity against a contact
How to record a call, meeting or note on a contact's timeline.
Activities keep a history of every interaction you've had with a contact. You can log calls, meetings, notes and emails.
Open the contact
- From the sidebar, choose Contacts.
- Find the contact and click their name to open the detail page.
Add the activity
- Click Log activity in the right-hand panel.
- Choose the type: Call, Meeting, Note or Email.
- Fill in the summary, any participants and the date.
- Click Save.
The activity appears on the contact's timeline immediately. If you tagged colleagues, they receive a notification.
Linking to other records
You can link an activity to:
- A company — the activity also appears on that company's timeline.
- An opportunity or quote — useful when the conversation is about a specific deal.
- A process — to record progress against a workflow step.