Instance · CRM

Activities

Last updated 5 November 2026

Activities record what happened with a contact or company, such as a call, a meeting, a note or an email. Logged together, they give your team the full history of a relationship. This section shows you how to log, review, import and export them.

Activities IntroductionWhat activities are and what they record.
Adding an ActivityLog a call, meeting, note or email.
Managing ActivitiesSee activities on a record, or all of them in one list.
Importing and Exporting ActivitiesMove activities in and out in bulk with CSV files.