How do I log a call, email, or note on a record?
The single most important habit in the CRM.
Open the contact, company, or deal, find the activity area on the record, and choose to log a call, note, email, or meeting. Add what happened and save — it's now part of that record's history for the whole team.
This small habit is the single most important thing you can do in the CRM. When you log your work in the moment, everyone gets a complete, shared picture of every customer — no more "wait, who talked to them last, and what did they say?" When people don't log, the CRM slowly becomes untrustworthy and everyone drifts back to sticky notes and inboxes.
- Log it in the moment, not "later" — later usually never comes.
- Keep notes short and useful: what happened, and what's next.
- Many calls and emails can log automatically if your calling or email tools are connected — ask your admin whether yours are set up.