Log an activity on a deal

Record your work on a deal by logging activities. They appear on the deal’s timeline alongside automatic entries like stage changes.

Steps

1. Open Deals and select the deal you want to update.
2. On the deal’s detail page, find the activity section and select Add Activity.
3. Choose the activity type: Note, Call, Email, Meeting, or Task.
4. Enter a description of what happened. A description is required.
5. Save the activity.

The activity is added to the deal’s timeline with the date and your name.

Tip: Log a note after each call or meeting so everyone working the deal stays informed of the latest developments.

See also: Deals overview.