Logging notes, calls and meetings

Who can do thisCRM UserCRM Administrator

Write down what happened with a customer in the Activity panel at the bottom of the company page. Activities belong to the company, not to a person.

Log an entry

1. Click Add note, Log call or Log meeting. The form New entry opens.
2. Fill in What happened (required), and optionally a Heading and When it happened.
3. For a call or meeting, add Minutes (1 to a full day) and Who was present. A note has no duration.
4. Click Save.

Attach files

Use Attach file on an entry. Documents, spreadsheets, images and plain text are allowed. A file that is too big is refused: "Send it another way and note here where it went." Remove takes a file off again.

Edit and delete

• Only the person who wrote an entry can change it, with Edit.
• The author or a CRM Administrator can delete it: Delete, then Delete it under Delete this entry?

Filter

Use Written by to show one colleague's entries, or Anyone. To see entries across all companies, use The Activities feed.