Logging Calls and Meetings
Recording what was said on a call or in a meeting, on the record it belongs to.
What this is
The activity box on every contact, company and deal has three tabs — Note, Call and Meeting. Pick the one that matches what happened, write what came out of it, and it lands on the timeline with the right icon and your name against it.
Why it's worth the ten seconds
A note that says "spoke to them" is nearly worthless a month later. A logged call that says *"Phoned about the roof quote, they want a site visit Thursday"* tells you — and any colleague who opens that record — exactly where things stand without a single question.
It also means the timeline reads as a real history rather than a pile of undifferentiated notes: you can see at a glance that there were three calls and a meeting before the deal closed, not just "some activity happened".
When to log
Right after the call or meeting, while the detail is still in your head. If you're about to write it in a notebook, write it here instead.
How to log
- Open the contact, company or deal.
- In the Activity box, click 📞 Call or 🗓️ Meeting.
- Type what happened. Use @ to mention a teammate — they'll get a notification.
- Click Log Call or Log Meeting.
Which type to use
- 📝 Note — anything that isn't a conversation. Background, a reminder to yourself, context someone should know.
- 📞 Call — a phone conversation, in or out.
- 🗓️ Meeting — a meeting, in person or video.
What you can't log by hand, and why
✉️ Email, 📊 stage changes and ✅ completed tasks also appear on the timeline, but the system writes those itself when the thing actually happens — when an email is genuinely sent, when a deal genuinely moves. They're not offered as manual options on purpose: a timeline is only worth trusting if everything on it actually occurred.
A logged call isn't a task
Logging a call records what already happened. If it produced a next step — "site visit Thursday" — create a task for it too. The log is the history; the task is the commitment.