Activities and follow-up

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Activities capture the work and communication around customers and sales. Lim & Co links each activity to the record it concerns so the next person has context.

Why it works this way

A task records an action to complete, including its due date, priority and assignees. Completing or reopening it preserves whether the follow-up is still outstanding.

A note records information worth keeping with a customer or sales record. An event records scheduled time, attendees, location and reminders.

A call log records a call’s participants, timing and summary. It documents a conversation without turning that conversation into a task or calendar appointment.

Linking an activity through Related To keeps the customer, sale and follow-up connected. The Calendar provides a time-based view of Events; tasks, notes and call logs remain their own activity types.

How it relates

Lim & Co might record a call with a contact, add a note about the design brief, schedule a meeting as an event and assign a task for the revised quotation. Each record answers a different question while pointing back to the same customer work.

Terms

Task: An action that someone needs to complete.
Note: Information kept for future reference.
Event: Scheduled time involving people or a place.
Call log: A record of a telephone conversation.
Related To: The business record that gives an activity its context.
Calendar: A date-based view of Events.

Common misunderstandings

An event and a task are not interchangeable. One reserves time; the other tracks work to complete.
A note is not a call log. Use the activity type that explains what happened.
The Calendar does not combine every activity type. It presents Events.

Where to find it

Activities can provide follow-up context for Accounts and Contacts. Their visibility still depends on ownership, permissions and sharing.