Activities
In CRM, activities are the lifeblood of pipeline management. Every active opportunity should have a scheduled next action. Activities without owners and deadlines become stale deals.
Activity types for CRM
| Type | When to use |
|---|---|
| Call | Phone outreach |
| Follow-up email | |
| Meeting | Scheduled call or in-person meeting |
| Demo | Product demonstration |
| Send proposal | Time-boxed deliverable |
| Reminder | "Check in if no reply in 3 days" |
| To-do | Generic task |
Configure custom types in CRM → Configuration → Activity types.
Scheduling
From any opportunity:
- Open the chatter
- Schedule activity
- Type, summary, due date, assignee
- Save
The activity appears in the assignee's daily 🕐 list and on the opportunity card.
Working an activity
When you complete an activity:
- Mark as done — closes; optionally logs a note
- Mark as done & schedule next — close + open the next step in one click (recommended pattern)
The "& schedule next" flow forces you to define the next move. Deals without next moves stall.
Automated activities
Some patterns auto-schedule:
- A new lead → "Qualify within 24h" assigned to the salesperson
- An opportunity moves to Proposal → "Follow up in 7 days"
- A deal sits in a stage > median time → "Push or downgrade"
Configure in CRM → Configuration → Automated activities.
Daily view
🕐 in the top bar shows today's activities, overdue, and upcoming. Each item links to the opportunity. For sales reps, this is the morning routine: open 🕐, work each one, mark done, schedule next.
Reporting on activities
CRM → Reporting → Activities:
- Activities per salesperson per week
- Avg time-to-completion
- Activities by type (calls vs emails)
- Open vs overdue ratio
Useful for performance feedback and capacity planning.
Where to read more
- Pipeline — the visual view
- Leads — pre-pipeline activities
- Activities and reminders — general activity system