Activity Types
| Type | Description |
|---|---|
| Note | Free-text notes about an interaction |
| Call | Phone call log with duration and outcome |
| Email sent or received | |
| Meeting | Meeting log (auto-linked from Meetings) |
| Task | Follow-up task |
Logging Activities
- Open a deal or contact detail view
- Click Log Activity
- Select the activity type
- Fill in the details
- Save
Alex’s screenshot note: Take a screenshot of the activity timeline on a deal detail page showing 2-3 activities of different types (note, call, meeting).