CRM activities overview

Goal

Understand how calls, meetings, emails, notes, and tasks track follow-up across CRM records.

Who it is for

Sales clerk / manager with crm.view (create/complete needs crm.manage).

How activities fit the cycle

1. Log an activity with Type, Subject, optional Party / Opportunity, Due, and Details.
2. System types (seeded, non-deletable keys): Call, Meeting, Email, Note, Task. Tenants may add custom types (crm.admin).
3. Status: created Open → Complete sets completed time, or Cancelled.
4. Call/meeting/task types can create calendar events; email/note typically do not.
5. Owner scoping uses actor (creator). Filter calendar view for open items with due dates.
6. Stage-change auto follow-up (Options) can create a task activity automatically.

Open the screen

CRM → Work → Activities (crm.view).

Related

• Find activities
• Log an activity
• Complete and cancel
• Activity setup