The activities page is the firehose: every recorded touch across every account, contact, lead, and opportunity in your CRM. Use it for daily triage and to make sure nothing is slipping.
Activity types
- Calls — inbound and outbound, with optional recordings and transcripts.
- Emails — sends, replies, opens.
- Meetings — scheduled or recorded meetings.
- Tasks — assigned to-dos with due dates.
- Notes — free-text context attached to a record.
- WhatsApp and SMS — messaging conversations.
What you can do here
- Filter by type to focus on just the channel you're working through (e.g. only emails today).
- Filter by entity — see only activities tied to a particular account or contact.
- Filter by status — hide completed tasks, surface open ones, etc.
- Mark tasks complete inline.
- Open an activity to see the full detail (read the email, listen to the call, view the transcript).
- Create a new activity — log a call, schedule a task, or capture a note against the right record.
Tip
Use this page as your morning triage view: filter to the open tasks and inbound emails assigned to you, and clear them before opening any individual record.