Keep every to-do, meeting, and past interaction attached to the right record, so nothing slips through the cracks.
The Three Building Blocks
- Tasks — Things you still need to do. A due date is optional, and each task has an open/completed status.
- Events — Calendar items with a set start and end time, like a call or meeting.
- Activities — A log of what already happened — a call made, an email sent, a site visit completed.
Where You'll See Them
- On any Company, Deal, or Person profile, in the Activity Feed.
- On your Dashboard, in the Agenda tile.
- In the Agenda tab, as a full list or calendar view.
💡 Tip: One-click activity notes let you log common actions (like "Called, left a voicemail") in a single click instead of typing them out every time.
Go Deeper
For the full walkthrough — creating tasks and events, logging activities, one-click notes, and activity categories — see Log and Manage Tasks, Events & Activities.
Need help? Contact support at customercare@pipelinecrm.com.