Activities
Activities are the sales team's logbook: every call, email, meeting, and note about a contact is recorded here. This way, everyone on the team can instantly see what's already been discussed with a customer.
What can I do here?
- View all of the team's activities chronologically as a timeline
- See upcoming (planned) activities separately
- Use quick logging to instantly log a call or email, or schedule a meeting
- Mark activities as completed or cancel them
- View metrics such as calls/emails/meetings this week
Step by step
- Log an activity: Click "Log Call", "Log Email", or "Schedule Meeting", pick the relevant contact, and fill in the subject, outcome, and any notes.
- View activities: Switch between the "Timeline" tab (all activities chronologically) and "Upcoming" (only scheduled activities).
- Complete an activity: Open a planned activity and choose "Complete" once it has taken place, or "Cancel" if it no longer will.
- Filter by type: Use the filters to show, for example, only calls or only transcribed calls.
Fields explained
| Field | Meaning | Notes/Effect |
|---|---|---|
| Type | Kind of activity (call, email, meeting, note, ticket, LinkedIn message) | See "Values & statuses" below |
| Subject | Short description of the activity | |
| Contact / Company | Who the activity was with | |
| Deal | Linked deal, if any | |
| Duration | Length of the activity in minutes | Mainly relevant for calls and meetings |
| Scheduled At | Date/time the activity is planned for | |
| Outcome | How the activity turned out | See "Values & statuses" below |
| Status | Whether the activity is planned, completed, or cancelled | See "Values & statuses" below |
| Notes / Description | Free text about content and outcome | |
| Assigned To | Person who carried out/will carry out the activity | |
| AI Processing | For logged calls: status of automatic transcription/analysis | Only relevant for recorded calls, see Calls |
Values & statuses
Type (activity_type)
Call, Email, Meeting, Note, Ticket, LinkedIn Message.
Status (activity_status)
| Value | Plain-language meaning | What happens |
|---|---|---|
| Planned | The activity is still upcoming | Shows up under "Upcoming" |
| Completed | The activity has taken place | Counts toward the weekly metrics |
| Cancelled | The activity was called off | No longer counts as upcoming |
Outcome (activity_outcome)
Connected, No Answer, Left Voicemail/Voicemail, Busy, Interested, Not Interested, Wrong Number, Lost in Queue, Resolved, Closed, Open — different outcome values are relevant depending on the activity type (e.g. "Busy" only for calls).
Frequently asked questions
Where do I see whether a call was automatically analyzed?
The "AI Processing" column shows the analysis status (queued, transcribing, transcribed, analyzing, analyzed, failed) for calls with a recording. See Calls for details.
What's the difference between "Upcoming" and "Timeline"?
"Timeline" shows all activities chronologically, regardless of status. "Upcoming" filters to activities that are still planned and haven't happened yet.
Can I edit an activity after the fact?
Yes, planned and completed activities can be opened and edited, for example to add notes.