Lead Activities, Notes & Tasks

Every lead and contact has a timeline of activities — calls, emails, meetings, notes, and tasks.

Activity types

• Note — quick observations or context
• Call — log a phone conversation with outcome
• Email — track outbound emails
• Meeting — log a meeting with attendees
• Task — a to-do with a due date and priority

Logging an activity

1. Open any lead or contact
2. Click Add activity
3. Pick type, write title and body
4. For tasks: set due date and priority (low / medium / high)
5. Optionally assign to a teammate

Tasks & due dates

Tasks with due dates appear in your dashboard Today and Overdue sections. Mark them complete by setting completed_at.

The timeline

The contact/lead detail view shows a chronological timeline of all activities — newest first. Filter by type or assignee to find what you need.

Workspace permissions

Activities respect workspace membership. Only members of the same workspace can view, create, or edit activities on shared leads/contacts.