How to log an activity

An activity records your work on a contact, a company, or a deal. FlyCRM keeps the activities in a timeline. The activity types are Note, Task, Call, Email, and Meeting. This guide shows how to log an activity.

Before you start

Open a record. This guide uses a contact, but the steps are the same for a company or a deal. In the admin menu, click FlyCRM, then click Contacts. Click a contact to open it.

Steps

1. On the record page, find the Activities tab. The tab is open by default.
2. Click Add Activity.

1. Select the activity type from the menu, for example Note.

1. Type the activity text. Each type shows its own fields.

1. Click the save button, for example Add Note.

The activity shows at the top of the timeline. The timeline records the type, the person, and the time.

Create a task

A task is a to-do you must not forget.

1. Select the Task type.
2. Enter the task title.
3. Set the due date and priority.
4. Assign the task to a team member.
5. Select Save.

Open tasks show on the dashboard under upcoming work. When the task is done, set its status to complete.

What is next

Filter the timeline to find one activity. To filter activities, read the article How to filter and view activities.