What is Activity?
Activity refers to any logged interaction or task related to a lead, contact, or deal within a CRM system. This can include meetings, calls, emails, follow-ups, or notes that help track engagement and progress.
Table of Contents
Full Definition
Activities provide a chronological record of all touchpoints with customers and prospects.
They enable sales and support teams to stay informed and coordinated.
Well-documented activities improve accountability and customer experience.
Examples
Tracks communications and tasks
Provides engagement history
Supports team collaboration
Benefits
Incomplete logging can lead to information gaps
Too many activities may clutter views
Requires consistent user input
Common Mistakes
Encourage logging all customer interactions.
Use filters to manage activity visibility.
Conclusion
Maintaining detailed activity records enhances customer relationship management.