Activities and tasks
Log calls, meetings, emails and notes with customers and leads, add sales tasks with a due date, and find them on the Activities page, an opportunity and a customer's overview.
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On this page
An activity is something that happened with a customer or lead (a call, meeting, email or note) or a task someone has to do. Log them so the next person knows where things stand.
Log an activity
Log activity is on the Activities page, an opportunity, a lead and a customer's Relationship section. Pick the kind, write a subject and notes, and optionally the contact you spoke to. On an opportunity or lead it's logged there; elsewhere you pick the customer.
When a contact was last called, met or emailed shows in the Last contact column of the customer's contacts.
Tasks
A task has a due date and someone to do it (you, unless you pick someone else). Tick it when it's done. Overdue tasks show in red. My open tasks on the Activities page, and the home page's Sales section, list yours, overdue first.
Automations can add a task, for example when an opportunity reaches the Proposal stage, for the customer's account owner or someone you name.
Who can change what
Anyone with permission to change sales can log activities and tick tasks. You can delete what you logged; owners and admins can delete anyone's.