Activities
Activities are tasks, calls, meetings, and follow-ups that keep your sales process moving. 4.1 Activity Types Type Icon Usage Call Phone Scheduled phone calls Email Envelope Email...
Sales and customer teams
Updated September 1, 2026
Activities are tasks, calls, meetings, and follow-ups that keep your sales process moving.
4.1 Activity Types
| Type | Icon | Usage |
|---|---|---|
| Call | Phone | Scheduled phone calls |
| Envelope | Email follow-ups | |
| Meeting | Camera | In-person or virtual meetings |
| Chat | WhatsApp messages | |
| SMS | Chat text | Logged text-message touchpoints |
| Logged Facebook interactions | ||
| Logged Instagram interactions | ||
| Task | Check | General to-do items |
| Note | Pencil | Internal notes |
| Follow-up | Arrow | Follow-up reminders |
4.2 Creating an Activity
- Go to Sidebar > CRM > Activities (or from a customer/deal profile)
- Click New Activity
- Enter:
- Activity type
- Subject
- Due date and time
- Customer and/or deal (optional)
- Assigned to
- Notes
- 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
- Click the activity
- Click Mark Complete
- Add outcome notes (optional)
- The activity moves to completed status
4.5 Calendar View
- Go to Sidebar > CRM > Calendar
- View activities on a calendar (month/week/day)
- Click a date to create a new activity
- Click an event to view details