📋 Activities
AI
All Activities
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🔴 Overdue
🟡 Pending
🔵 This Week
🟢 Completed
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Activity AI Agent
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What Activity AI can help you with
List and search activities by type, status, or date range
View full activity details for calls, emails, meetings, tasks & notes
Log a call or email for any account, contact, lead, or opportunity
Schedule meetings and create tasks with due dates
Add notes to any CRM entity
Update, complete, reopen, or delete activities
View overdue and upcoming activities at a glance
Show the unified timeline for any account or contact
Get an activity summary with counts and statistics
🔴
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Overdue
🟡
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Pending
🔵
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This Week
🟢
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Completed
📋 All Activities
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🕐 Timeline
Log:
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Call
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Email
🤝
Meeting
✅
Task
📝
Note
⚙️
Dev Tools
Developer Actions
➕ Demo Create
✏️ Demo Update
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