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The Activities page (/activities) is your unified timeline of every action taken in your CRM — calls made, emails sent, deals updated, tasks completed, and more. Think of it as a news feed for your pipeline.

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What shows up in Activities

Event typeExample
Calls”You called John Smith — 4 min 12 sec”
Emails”Email sent to Sarah Lee — RE: 123 Main St”
SMS”SMS received from Mark Chen”
Deal updates”Deal ‘Smith Purchase’ moved to Offer Submitted”
Tasks”Follow-up task for Jane Doe completed”
Notes”Note added to Alex Turner’s record”
Pipeline changes”Maria Lopez moved from Lead → Active Client”
Workflow triggers”Workflow ‘New Lead Welcome’ ran for 3 contacts”

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Filtering the feed

Use the filter bar at the top to narrow the activity feed by:
  • Activity type — Calls, Emails, SMS, Deals, Tasks, Notes
  • Date range — Today, This week, Last 7 days, Custom
  • Contact — Search for a specific person
  • Agent — Filter by team member (org admins only)

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Real-time updates

The feed updates in real-time — new events appear at the top without refreshing. A subtle indicator shows when new events have arrived while you’re scrolled down. Click any activity row to jump directly to the related record — the contact’s profile, the deal, the call recording, or the task detail. This makes Activities a fast way to pick up where you left off.

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Team activity (Admins)

Organization admins see activity from all team members by default. Toggle My Activity to see only your own events.