Log a customer interaction

Record calls, meetings, and notes so the whole team has context.

Every call, meeting, and note you have with a customer matters — and your team needs to see it. Logging interactions keeps everyone aligned on where the deal stands and what's been discussed.

When you save an activity, it appears on the customer's timeline and updates the last-touched date, so nothing slips through the cracks.

From a customer profile, click Log activity.

The customer profile is your hub for all interactions with that person.

Pick the Type — call, meeting, email, or note — and add a Summary.

Pick the type — call, meeting, email, or note — and write a quick summary.

Each activity type — call, meeting, email, or note — helps your team quickly understand what kind of touchpoint happened and what was covered.

Click Save activity — it lands on the timeline and refreshes the last-touched date.

Click Save activity — it lands on the timeline and nudges the deal's last-touched date.

The activity now appears on the timeline in chronological order, and the deal's last-touched date updates automatically so your team knows this customer was just engaged.

What's next

With interactions logged, your team can review the full history before jumping into a call or email. Next, set up activity reminders so no follow-up gets forgotten.