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Instance · CRM

Managing Activities

Last updated 1 November 2026

You can see activities on each contact and company, or see every activity on the instance in one list.

See every activity

  1. Select Activities in the main menu.

The list shows every activity logged against contacts, companies and opportunities. The Related To column shows the record each activity belongs to.

  • Use the filters to narrow the list. An activity is shown only when it meets every filter. Date filters use your own local day.
  • Select Clear Filters to show everything again.
  • Select Export to download the activities in the current view.

See the activities for one contact or company

  1. Open the contact in CRM > Contacts, or the company in CRM > Companies.
  2. Select the Activities tab. The tab shows how many activities the record has.

Activities are listed newest first, each with its type, date and details.

Edit an activity

  1. On the record's Activities tab, select Edit on the activity.
  2. Change the fields. The Activity UUID is shown for reference and cannot be changed.
  3. Select Save.

Delete an activity

  1. On the record's Activities tab, select Edit on the activity.
  2. Select the delete button in the form.
  3. Confirm with Delete Activity. This cannot be undone.

Activities on an archived contact cannot be added or changed until the contact is restored.

To add an activity, see Adding an Activity.