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How To Use Crm Activity

What this does

This guide explains the CRM Activity page.

Use it to filter timeline entries by account or contact, and to add manual activity such as notes, calls, emails, SMS, and system context records.

Before you start

  • The page expects an account ID or contact ID when loading activity.

Steps

  1. Open CRM.
  2. Go to Activity.
  3. Enter an Account ID or Contact ID.
  4. Filter by Types if needed.
  5. Click Load Activity.
  6. Review the Timeline table.
  7. If your role can mutate activity, use the Add Activity section to create a new entry.
  8. Set the activity Type, Title, and Details.
  9. Save the activity.

Why this matters across the suite

Activity gives the team a place to keep manual context tied to CRM records instead of scattering it across disconnected notes and messages.

Common mistakes

  • Trying to load the timeline without an account or contact context.
  • Saving activity without enough detail for the next person to understand it.

What to do next

If the activity should connect back to a stronger customer record, review the related account or contact profile as well.

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