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Log calls, meetings, emails and notes, and manage follow-up tasks

Short answer: Use Log activity on any lead, contact, company or deal, or open CRM → Activities. Logged calls, meetings, emails and notes appear on the timeline; tasks and follow-ups with a due date appear on your list until you choose Done.

Verified for PVology 0.30.0 · updated 2026-10-11

Steps

  1. On a record, choose Log activity (or Log a call, meeting, email or note). Choose the type, write what happened and, for calls and meetings, the outcome.
  2. To plan work, choose a date under When: it becomes a task on the owner's list.
  3. Open CRM → Activities to see today, upcoming and overdue work. Choose Done when finished, or set a new date.

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