Activities

In PrimeCRM, activities are the running record of every interaction you have with your contacts and companies. Every phone call, email exchange, meeting, demo, proposal, LinkedIn message - each one is logged as an activity tied to a person, a company, or both. Together, they form the timeline that shows you "what happened with this person" or "what happened with this account" without any digging.

This article covers the Activities page, the activity form (used everywhere you log an activity in PrimeTask), and the 10 activity types you can log.

PrimeCRM is a Pro feature

Activities and the Activities page require a Pro license with CRM enabled. See License Settings.

Activities are everywhere in PrimeTask

You don't need to be on the Activities page to log one. Almost every CRM screen - the CRM Dashboard, every Contact Details page, every Company Details page, every tracker page - has a Log Activity button that opens the same form. The Activities page is for browsing the full history; the Log Activity button is for adding new entries from wherever you are.

What you can do

Log any interaction

calls, emails, meetings, demos, proposals, notes, and LinkedIn touchpoints

Link activities to contacts and companies

a single activity can link to both a person and an organisation at once

Set an outcome

(positive, neutral, negative) to track how interactions went

Browse the full activity history

with filters for type, outcome, date range, linked people, and free text

Switch between list and card view

Edit or delete any activity

from the list

See activities flow automatically

to contact timelines, company timelines, the CRM Dashboard, tracker pages, the Deal Pipeline, and Reports

Scope activities to a project

when working in Isolated CRM mode

How to open the Activities page

From the CRM Dashboard: Click the Activities This Week stat on the CRM Dashboard.
From a contact's detail page: Click See All in the Activity Timeline section.
From a company's detail page: Click See All in the Recent Activities section.
From any tracker page: The Sales Activity Dashboard, Call Tracker, Email Tracker, Meeting Tracker, and Deal Pipeline are all filtered views of activities - you can navigate to the full Activities page from any of them.
Command palette: Press ⌘+K (or Ctrl+K), type activities, and pick the entry.

Things worth knowing

The 10 activity types

PrimeCRM supports ten activity types, organised into three groups:

LinkedIn interactions:

Connection - a LinkedIn connection request (sent or accepted)
Message - a LinkedIn DM exchange
Profile View - when you viewed someone's LinkedIn profile (or vice versa)

Communication:

Phone Call - inbound or outbound call, with duration, outcome, and next-call scheduling
Email - sent or received, with subject, body, and response tracking
Meeting - video, in-person, or phone, with agenda, notes, recording link, and follow-up flag

Other:

Note - a free-form record of anything that doesn't fit another type (research notes, conversation snippets, internal observations)
Demo - a product or service demonstration, with interest level, feedback, and next steps
Proposal - a formal proposal with value, currency, status (Sent / Under Review / Negotiating / Accepted / Rejected), and key terms

The tenth type is Task Completed - an automatically-generated activity when a CRM task is marked complete. You don't create these manually; they appear in timelines automatically.

Pick the most specific type

Note is the catch-all, but specific types unlock extra fields. A Phone Call tracks duration and outcome; an Email tracks response time; a Proposal tracks value and status. The more specific the type, the richer the analytics in CRM & Reports.

The activity form - what you fill in

When you log a new activity (from any Log Activity button anywhere in PrimeTask), you pick a type and then fill in the form. Every activity shares a set of common fields:

Title (required) - brief description of the interaction
Contact - link to a CRM contact (optional but recommended)
Company - link to a CRM company (optional)
Date & Time - when the interaction happened (defaults to now)
Outcome - Positive / Neutral / Negative (optional - leave blank if not applicable)
Description - what happened during the interaction
Additional Notes - extra context or next steps

Auto-fill from context

If you open the form from a contact's page, the Contact field is pre-filled. Open it from a company page, and the Company field is pre-filled. The form remembers where you came from.

After picking a type, the form shows additional fields specific to that type:

Phone Call - direction (outbound/inbound), call outcome (answered, voicemail, no answer, busy), duration, next call scheduled, recording URL, key points discussed.

Email - subject, direction (sent/received), attachment count, email body, whether a response was received (and if so, the response date).

Meeting - meeting type (video call, in person, phone call), meeting link, agenda, meeting notes, recording URL, and a follow-up flag.

Demo - demo type (product, service, feature, custom), interest level (high/medium/low/not interested), what was demonstrated, duration, recording URL, feedback, and next steps.

Proposal - proposal value, currency (14 currencies available), status (sent, under review, negotiating, accepted, rejected), decision maker, proposal file URL, key terms, and (if rejected) a rejection reason.

LinkedIn Message - the message you sent and the response received (if any).

LinkedIn Connection - whether the connection was accepted.

LinkedIn Profile View and Note - no extra fields beyond the common set; use the Description and Additional Notes.

Type is fixed after creation

You pick the activity type when you create it. You can't change it afterwards - if you picked the wrong type, delete and re-create with the correct one.

Link to both a contact AND a company

You can link a single activity to both a contact and a company at the same time. This is the recommended pattern: a phone call with Sarah from Acme Corp is logged once, linked to both, and shows up on:

Sarah's activity timeline
Acme Corp's activity timeline
The Activities page
The Call Tracker
The Sales Activity Dashboard
CRM & Reports

One activity, two links, multiple visible locations. No need to log the same call twice.

Where activities show up

Once logged, an activity appears in several places automatically:

Activities page - the full master list (this page)
CRM Dashboard - recent activities
Contact Details - the contact's activity timeline
Company Details - the company's activity timeline
Sales Activity Dashboard - aggregate analytics
Call Tracker / Email Tracker / Meeting Tracker - type-specific views with extra analytics
Deal Pipeline - demos and proposals appear in their respective stages
Reports - activity counts, trends, conversion rates, and win rates

This is one of the most interconnected parts of PrimeTask - log a single activity, and it shows up everywhere it's relevant.

Browsing and filtering activities

The Activities page offers list and card views (your preference is remembered). Available filters:

Activity type - pick one or more types to include
Outcome - positive, neutral, or negative
Date range - today, this week, this month, last 30 days, or all time
Linked contacts - show only activities tied to specific people
Linked companies - show only activities tied to specific organisations
Search - full-text across titles and descriptions

Outcomes and analytics

Setting an Outcome on activities is optional, but it powers the analytics in CRM & Reports and the tracker pages:

Demo conversion rate - calculated from demos where the interest level is high
Proposal win rate - calculated from proposals where the status is Accepted vs the total
Call answer rate - calculated from calls where the outcome is Answered vs the total
Email response rate - calculated from emails where a response was received

If you skip the outcome or type-specific fields, the activity is still logged - it just won't appear in rate-based analytics.

Project scope - when you're in Isolated CRM

When you log an activity from inside a project's Isolated CRM, PrimeTask asks where to save it:

Shared (Link to Project) - the activity is saved to the Space's shared CRM and linked to the project. Other projects can see it.
Project Only (Isolated) - the activity is saved to the project's private storage. It never appears outside this project.

If the linked contact or company only exists in the project's isolated CRM, the activity is automatically scoped to the project - no choice is needed.

See Shared vs Isolated CRM for when to use each scope.

Deleting an activity

You can delete any activity from the Activities page or from the activity form in edit mode. Deletion is permanent and cannot be undone.

Activity deletion is permanent

There's no trash can or undo for deleted activities. If you need a safety net, back up from Data Management before doing a large cleanup.

Common questions

"I logged a call but it's not showing on the contact's page."

Check whether you linked the call to the contact - the Contact field on the activity form is optional and easy to skip. If you left it blank, the activity exists on the Activities page but isn't tied to any person. Edit the activity and add the contact link.

"Can I change the type of an existing activity?"

No. The activity type is set at creation and can't be changed afterwards. If you picked the wrong type, delete the activity and create a new one with the correct type.

"What's the difference between an activity and a CRM task?"

An activity records something that already happened (a call you made, a meeting you attended, a proposal you sent). A CRM task records something that needs to happen in the future (a follow-up call to schedule, a proposal to write, an onboarding step to complete). Activities are logged; tasks are assigned and completed. See CRM Tasks.

"I want to see all my calls in one place."

Open the Call Tracker - it's a filtered, analytics-enriched view of all Phone Call activities. Same data as the Activities page, but focused on calls with extra metrics like answer rate and duration trends.

"Can AI agents log activities?"

Yes. The MCP server's CRM tools include activity logging - AI agents can create activities linked to contacts and companies programmatically. See CRM & MCP.

"I'm working in an Isolated CRM project. Who can see the activities I log?"

It depends on which scope you chose when logging. If you picked Shared, the activity is visible across the Space (other projects can see it). If you picked Project Only, it's private to that project. See Shared vs Isolated CRM.

Where to go next

If you want to…	Read this
Track calls specifically	Call Tracker
Track emails specifically	Email Tracker
Track meetings specifically	Meeting Tracker
Track demos and proposals through stages	Deal Pipeline
See aggregate sales analytics	Sales Activity Dashboard
Track LinkedIn outreach	LinkedIn Dashboard
See activity analytics in Reports	CRM & Reports
Understand CRM tasks vs activities	CRM Tasks
Understand Shared vs Isolated CRM for activities	Shared vs Isolated CRM
Use AI agents to log activities	CRM & MCP
Return to the CRM hub	PrimeCRM Overview