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Activities

Activities

Activities are the record of what happened with a customer: notes, calls, and meetings you log yourself, plus synced emails, tasks, deal changes, and support conversations. Use this page to log an activity and read a record's history.

Where activity appears

Every contact, company, and deal page has an Activity section. It lists everything that happened with that record, newest first. Contact and company pages also have Calls and Notes tabs that show only that kind of activity.

Log an activity

  1. Open a contact, company, or deal.

  2. In the Activity section, select Note, Call, or Meeting.

  3. In What happened?, enter a short subject. The subject is required.

  4. Optionally add details under Add context, outcomes, or next steps....

  5. Select Save note, Save call, or Save meeting.

The activity appears in the record's timeline. To start over, select Clear draft.

To send an email instead, select Email in the same section. See Email conversations and composer.

Filter the timeline

Use the filter next to the Activity heading to show one kind of item:

Filter

Shows

All

Every item.

Notes, Calls, Meetings

Activities you or your team logged, and meetings.

Emails

Synced email messages.

Tasks

Linked project tasks.

Deals or Deal changes

Deal creation and stage changes.

Support

Support conversations.

Edit or delete an activity

Hover over an activity you logged and select Edit activity or Delete activity. Deleting asks you to confirm.

Activities and tasks

Activities record things that already happened. Work you still need to do belongs in a project task that you link to the record. See Linked tasks.

Meetings captured by Helpin's notetaker have their own page with a recording, transcript, and action items. See Meetings and notetaker.

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