Activities

Activities are the daily building blocks of your sales process. Every call, meeting, email, and follow-up should be logged as an activity so you have a clear record of engagement and can measure performance on the Scoreboard.

Activities list

The Activities page shows a table of all tasks and activities in your workspace. The table includes columns for:

• Contact — The person the activity relates to.
• Description — What the activity is about.
• Date — When the activity is scheduled or was completed.
• Type — The kind of activity (call, meeting, email, etc.).
• Assigned — The team member responsible.
• Status — Active, completed, or deleted.

Status tabs

Toggle between activity views:

• Active — Tasks that still need to be done.
• Completed — Tasks that have been finished.
• Deleted — Tasks that were removed (with delete reason tracked).

Date filters

Quickly narrow the list by time range:

• Today, Yesterday, Tomorrow
• This Week, Last Week
• Custom date range

AI-generated vs. manual tasks

The filter bar lets you toggle between:

• All — Both AI and manual tasks.
• AI Generated — Tasks suggested by Booked55's AI based on pipeline activity and contact engagement.
• Manual — Tasks created by you or your team.

Bulk actions

Select multiple activities and use bulk actions:

• Bulk complete — Mark all selected tasks as done.
• Bulk delete — Remove selected tasks (you will be asked for a delete reason).

In this section

• Creating Activities — Log calls, meetings, and follow-ups.
• AI Task Review — Approve or dismiss AI-suggested tasks.
• Calendar View — See activities on a calendar synced with Google Calendar.