Skip to main content
30-day free trial. No payment required. Start free
sikabooks Help Center
CRM · Guide 4

Activities

Activities are tasks, calls, meetings, and follow-ups that keep your sales process moving.

  • Sales and customer teams
  • Updated

In this guide

4.1 Activity Types

Type Icon Usage
Call Phone Scheduled phone calls
Email Envelope Email follow-ups
Meeting Camera In-person or virtual meetings
WhatsApp Chat WhatsApp messages
SMS Chat text Logged text-message touchpoints
Facebook Facebook Logged Facebook interactions
Instagram Instagram Logged Instagram interactions
Task Check General to-do items
Note Pencil Internal notes
Follow-up Arrow Follow-up reminders

4.2 Creating an Activity

  1. Go to Sidebar > CRM > Activities (or from a customer/deal profile)
  2. Click New Activity
  3. Enter:
    • Activity type
    • Subject
    • Due date and time
    • Customer and/or deal (optional)
    • Assigned to
    • Notes
  4. Click Save

4.3 Viewing Activities

Filter activities by:

  • Status: Pending, Overdue, Today, Upcoming, Completed
  • Type: Call, Email, Meeting, etc.
  • Assigned to
  • Date range

4.4 Completing an Activity

  1. Click the activity
  2. Click Mark Complete
  3. Add outcome notes (optional)
  4. The activity moves to completed status

4.5 Calendar View

  1. Go to Sidebar > CRM > Calendar
  2. View activities on a calendar (month/week/day)
  3. Click a date to create a new activity
  4. Click an event to view details