Instance · CRM
Adding an Activity
Last updated 2 November 2026
An activity is a record of something that happened with a contact or a company, such as a call, a meeting or an email. Logging activities keeps the full history of a relationship in one place.
Add an activity
- Open the contact in CRM > Contacts, or the company in CRM > Companies.
- Select the Activities tab.
- Select Add activity.
- Choose the Activity Type. The rest of the form changes to match the type.
- Fill in the fields. See the table below.
- Select Add Activity.
The activity then appears on the record's Activities tab and in Activities in the main menu.
Activity types
Choose one of: Call, Chat, Email, Event, File Note, Meeting, SMS or Other.
Fields
| Field | Shown for | Description |
|---|---|---|
| Activity Type | All types | Required. The kind of activity. |
| Start Date/Time | Call, Chat, Meeting, Event | When the activity started. |
| Date/Time | Email, SMS, Other | When the activity happened. |
| End Date/Time | Event | When the event finished. |
| Duration(Minutes) | Call, Chat, Meeting | How long it lasted, in minutes. |
| Related Contacts | All types | Other contacts involved in the activity. Type to search. |
| Subject | Email, Other | The subject or title. |
| Message | Email, SMS | The text of the message. |
| Notes | Call, Chat, Meeting, Event, File Note, Other | Your notes about the activity. |
| Attachments | All types | Files to keep with the activity. |
A File Note has no date field: it is a note and its attachments only.
Activities from other systems
Activities can also be created through the CRM API, for example to log emails sent by another system. See the API reference on your instance, at your instance URL followed by /admin/api.