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Pipeline ViewActivities

Activities

The Activities view shows a chronological feed of all interactions, tasks, and notes across your workspace.

Activity types

TypeDescription
EmailSent and received emails
CallPhone calls and meetings
NoteInternal team notes
TaskAction items and follow-ups
EventSynced calendar events

Filtering

Use the type filter chips at the top of the feed to show or hide specific activity types. Multiple filters can be active at once.

Creating activities

Click + New to create a note or task. Link it to a contact, company, or deal to keep context organized.

Timeline in record detail

When viewing a specific contact or company record, the Activity tab in the detail panel shows only activities linked to that record.