CRM Activities

Log calls to your customers, meetings, and add notes in the Activities section in your Accounts. To get started, simply open any Account and scroll down to Activities.

Activity logs can be created and edited by users with the permissions to do so. Click the icons in the top-right to begin logging a call, a meeting, or adding a note.

Logging a Call to your Customer

Click on Log Call, or the : icon to record the details of a call with this customer.

Logging a Meeting with your Customer

Add Note to your Customer

Note Features

Pinned Notes

A pinned note will always appear at the top of the list of notes. When a note is pinned, it will display with a shaded background.

Multiple notes can be pinned at the same time!

Activity Report

On the Customers > Accounts list, the user will be able to view, sort and filter accounts by "Last Activity Date" as well as "Last Meeting Date" and "Last Call Date"

• Activity by Account will show a count of activities logged for all accounts within a specified date range broken down by Meeting, Call and Note activities.
• Activity by Sales Rep will show activities logged within a specified date range, grouped by Sales Rep who logged the activity, with a count of activities per Account broken down by Meeting, Call and Note activities. This report will also provide a sum of activities per sales rep, and total count of activities within the specified date range.

Account list "Advanced Filters" will allow filtering for Last Activity Date

User Permissions