What it is
An activity is anything that happened — or needs to happen — on an account: a call made, a meeting held, an email sent, or a task you owe. Logging activities builds the timeline on each account and feeds a cross-account list where you can see, in one place, what you owe people and what has happened lately.
The list splits in two. Open tasks are your worklist — things due, sorted soonest first, with anything overdue pulled to the top and highlighted. The recent activity stream shows what has actually happened across the book. Working from this list is how nothing slips: every promised follow-up has a due date and a home.
When to use it
- You have just finished a call or meeting and want it on the record
- You promised a follow-up and need a task with a due date
- You are starting the day and want your overdue and due tasks
- You want to see recent activity across the whole account book
- A colleague is covering your accounts and needs the history
How it works
Step by step.
- 1
Open the activity log
Go to the activities view. The top section lists your open tasks; below it runs the recent-activity stream.
- 2
Log what happened
Record a call, meeting or email against the right account, with a short note of what was said or agreed.
- 3
Create a follow-up task
Add a task with a due date for anything you owe, so it appears on your worklist.
- 4
Work the open tasks
Tackle tasks from the top of the list, where the soonest and overdue items sit. Overdue rows are highlighted.
- 5
Complete tasks as you go
Mark a task complete when it is done; it drops off the worklist and into the activity history.
Worked example
Follow it through.
The scenario
You have just had a discovery call with Summit Events and agreed to send a proposal.
- 1 Open the activity log.
- 2 Log a call against Summit Events with a note: agreed scope for 12 event stewards.
- 3 Create a task to send the proposal, due Thu 12 Jun.
- 4 See the new task appear in your open-tasks list.
- 5 Two days later, mark it complete after sending the proposal.
The result
The Summit Events timeline shows the call and the completed proposal task, and your worklist is clear of that follow-up.
Tips & notes
Good to know.
- Overdue tasks are highlighted and float to the top — clear those first each morning.
- A short note on what was agreed is worth more later than a long one nobody reads; capture the decision.
- Tasks without a due date won’t chase you; always set one for anything you actually owe.
- The cross-account view is the org-wide companion to the timeline on each account’s detail page.
When you’re done
A complete activity trail on every account and a clean worklist where nothing you owe slips.