Creating Activities

Logging activities is how you track every touchpoint with a contact. Consistent activity logging feeds into your Scoreboard metrics and gives your team visibility into the full relationship history.

Creating a sales activity

1. 1

   Click "Add Sales Activity"

   From the Activities page, click the button to open the Sales Activity Creation modal. You can also create activities from a contact's detail page using the "Add Activity" button in the header.

2. 2

   Select the contact

   Search for the contact this activity relates to. If you started from a contact detail page, this is pre-filled.

3. 3

   Choose the activity type

   Select the type of activity: call, meeting, email, follow-up, or other. This categorization helps with reporting and Scoreboard metrics.

4. 4

   Add a description

   Describe what happened or what needs to happen. Be specific — this is your record of the interaction.

5. 5

   Set the date

   Choose the date the activity occurred (for past activities) or when it should happen (for future tasks).

6. 6

   Save

   Click "Save" to create the activity. It appears in the activities list and on the contact's timeline.

Places you can create activities

• Activities page — The main creation button.
• Contact detail page — The “Add Activity” button in the header.
• Contact timeline — The “Add Activity” link within the timeline tab.
• Pipeline stage automation — When a stage has “generate activity on entry” enabled, a modal prompts you to log an activity when a contact enters that stage. See Stage Automations.

Completing and deleting activities

To complete an activity, click the complete action on the row. A completion modalappears where you can add notes about the outcome.

To delete an activity, click delete. You will be asked for a delete reason(e.g., cancelled, no longer relevant). This helps track why tasks are removed rather than completed.