Track Activities and Notes

Track Activities and Notes

Activities and notes preserve context that the system cannot observe on its own.

Where to find it: Admin → Pipeline → Activities or a contact record

What to do

1. Open the contact when the activity belongs to one person.
2. Choose the activity or note action and record a concise factual summary.
3. Include the outcome and next action, not sensitive details that do not belong in the CRM.
4. Create a task or appointment when the follow-up needs a date and owner.

Good to know

• Write notes as if another authorized team member will rely on them.
• Do not store passwords, payment card details, or secret keys in notes.