Activities

The Activities page shows all activities logged against deals in your CRM. Activities record the interactions and tasks associated with each deal: calls, emails, meetings, notes, tasks, and system-generated stage-change events. The list supports filtering by type, status, date range, assignee, and creator. Click any activity row to open a detail dialog.

Accessing the Page

• Route: /activities
• Menu Path: CRM → Activities

List Columns

Column	Default Visible	Sortable	Description
Subject	Yes	Yes	Activity subject or title
Type	Yes	No	Activity type badge (Call, Email, Meeting, Note, Task, Stage Change)
Status	Yes	Yes	Scheduled, Completed, or Cancelled
Created	Yes	Yes	Date the activity was created
Duration	Yes	No	Duration in minutes, if recorded
Outcome	No	No	Outcome note from the activity
Created By	No	Yes	User who created the activity

Activity Types

Type	Icon	Description
Call	Phone	Phone call logged against a deal
Email	Envelope	Email interaction with a contact
Meeting	Calendar	In-person or virtual meeting
Note	Document	Internal note or observation
Task	Checkbox	Action item assigned to a team member
Stage Change	Arrow	System-generated entry when a deal moves between stages

Activity Statuses

Status	Description
Scheduled	Activity is planned but not yet completed
Completed	Activity has been finished
Cancelled	Activity was cancelled

Filtering

Filter	Type	Description
Search	Free text	Searches activity subjects
Type	Select	Filter by activity type (Call, Email, Meeting, Note, Task, Stage Change)
Status	Select	Filter by status (Scheduled, Completed, Cancelled)
Date From	Date	Show activities created on or after this date
Date To	Date	Show activities created on or before this date
Assigned To	User select	Filter by the user assigned to the activity
Created By	User select	Filter by the user who created the activity

Active filter chips appear above the table. Click a chip’s X to remove that filter or click Clear all to reset.

The filter layout is configurable per user or per tenant.

Sorting

• First click on a column header — ascending
• Second click — descending
• Third click — removes sort

Default sort: Created descending (most recent first).

Pagination

The list uses Load More pagination:

• Page size: 20 records per load
• Click Load More at the bottom to fetch more
• Total count shown above the table

Viewing an Activity

Click any row to open the Activity Detail dialog. The dialog shows:

• Activity type, subject, and status
• Description or outcome notes
• Scheduled and completed timestamps
• Duration
• Assignee and creator

The dialog is read-only. To edit an activity, open it from the Deal Detail Activities tab.

Actions

Page Actions

Action	Description
Configure	Open the column/filter configuration menu

Activities are created and edited from within the Deal Detail page’s Activities tab, not from this list page.

Common tasks

1. Open CRM → Activities from the sidebar.
2. Use type or date filters to narrow down the activities you are looking for.
3. Click a row to view activity details in the dialog.

Related Pages

• Deal Detail — Create and manage activities on a specific deal
• Deal List — View all deals