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Log a call, meeting, email or note

Keep the history on the record, so anyone on your team can pick up where you left off.

Tasks & activitiesUpdated 2 min read
  1. Open the lead, company, contact or opportunity.
  2. Select Log call, Log meeting or Note on the action bar.
  3. Write a short summary, the outcome and your notes, then save.

Activities lists everything logged across your workspace. Filter it by type: call, meeting, email or note.

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