Viewing Activities on a contact

The Activities tab shows an automatic timeline of everything that's happened with a contact — you don't have to log anything by hand.

What gets tracked

Activities are recorded automatically as you and your team work the contact, including:

• Contact changes — created, updated, archived, and unarchived.
• Demos — scheduled, rescheduled, completed, no-show, qualified, and rejected.
• Emails — emails sent, including workflow and follow-up emails.
• Tasks — marked completed or in progress.
• System events — such as activation and deactivation.

Reading the timeline

• Entries appear newest first, each with a timestamp and a short description.
• Activities are color-coded by category — for example, demos, contact changes, emails, tasks, and workflow events each have their own color — so you can scan the history quickly.
• If nothing has been logged yet, you'll see an empty-state message.

How it's different from the other tabs

Activities are an automatic, system-generated record. For your own free-text remarks use the Notes tab, and for scheduled to-dos use the Actions tab.

For what actually happened inside a recorded demo — sentiment, objections, key moments — see the Demo Pulse tab instead.