Activities Analyst+

Activities track every interaction with your contacts and deals. They form a timeline so your team always knows what happened and what is next.

Activity Types

• Call — Phone or video call with a contact.
• Meeting — Scheduled in-person or virtual meeting.
• Email — Outbound or inbound email worth tracking.
• Note — Internal notes, observations, or follow-up reminders.

Logging an Activity

From the UI

1. Open a deal or company record.
2. Click Log Activity.
3. Select the type, add a summary, and save.

The activity appears on the deal or company timeline in chronological order.

From AI Chat

“Log a call with Acme Media about the Q3 campaign — they want revised pricing by Friday”

The AI creates the activity, links it to the correct deal and company, and records the summary.

Activity Timeline

Each deal and company has a timeline showing all logged activities. The timeline is sorted newest first, giving you an immediate view of recent interactions.

What’s Next

• Deals Pipeline — See the deals these activities relate to.
• Companies — View the full company interaction history.