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Documentation Index

Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt

Use this file to discover all available pages before exploring further.

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Activity Types

TypeDescription
NoteFree-text notes about an interaction
CallPhone call log with duration and outcome
EmailEmail sent or received
MeetingMeeting log (auto-linked from Meetings)
TaskFollow-up task

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Logging Activities

  1. Open a deal or contact detail view
  2. Click Log Activity
  3. Select the activity type
  4. Fill in the details
  5. Save
Activities appear in a chronological timeline on the deal or contact detail page.
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).