Activities & follow-ups
Log what happened, schedule what's next, and track it all in one Tasks view.
Every record has an Activity tab with a composer that does two different jobs, kept deliberately separate because they're different verbs:
- Log what happened — record a past call, email, meeting or note. It lands in the record's History timeline, newest first.
- Schedule a follow-up — create a task with a type, due date, owner and priority. It shows under Upcoming until it's done.
Logging activity
- 1Open any lead, contact, account or opportunity and go to the Activity tab.
- 2Keep the composer on Log what happened, pick a kind (note, call, email, meeting), and write what happened.
- 3Log it — the entry joins the timeline with your name and a timestamp.
Scheduling follow-ups
- 1Switch the composer to Schedule a follow-up.
- 2Give it a subject, a type, a due date, an owner and a priority.
- 3Add it — it appears under Upcoming on the record and in the CRM's Tasks view.
The Tasks view
Tasks gathers open follow-ups from every record into one place. Filter by owner (mine, everyone, or a specific teammate) and by status (open, overdue only, completed, everything). Tasks are grouped by when they're due:
- Overdue — past due and still open, flagged in red.
- Today and Next 7 days — what's coming up.
- Later and No due date — everything further out.
A task is only ever "overdue" when it has a due date in the past and isn't completed — so undated follow-ups never nag you, they just sit under "No due date" until you schedule them.
Each row in the Tasks view has a shortcut to open the deal, contact, account or lead it hangs off — so you're one click from the full context, not hunting for it.