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 several contacts and companies

record one conversation once, even when people from several organisations were involved

Choose the primary contact and company

when an activity has several links

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

Attach an activity to a sale

so it appears on that opportunity's history

Turn an activity into a new sale

with that activity recorded as where it began

See activities flow automatically

to contact timelines, company timelines, the CRM Dashboard, tracker pages, the Deal Pipeline, opportunity timelines, 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
Contacts - link any CRM contacts who were involved (optional but recommended)
Companies - link any CRM companies that were involved (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), a meeting link, location or phone number to match the type, 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 everyone involved

One activity can link to several contacts and several companies. For example, a call with a recruiter at one company and a hiring manager at another is one call, linked to both people and both companies. It then appears on every linked contact and company timeline as well as the Activities page, the relevant tracker, the Sales Activity Dashboard, and Reports.

The activity appears once in each list even when more than one selected contact or company matches a filter. You do not need to log a separate copy for every participant.

When you link more than one contact or more than one company, choose the primary contact and primary company. The primary is the person or organisation the activity is mainly about. Workflows that need one person, including LinkedIn outreach and message-template attribution, use the primary contact. The other links remain full participants and can still find the activity from their own pages.

If you start from a contact or company page, that record is selected for you and remains primary when you add more participants. If you remove a primary, PrimeTask promotes the first remaining contact or company of the same kind.

On the Activities page, each activity names the people and companies it involves. On a contact's page it names the companies, and on a company's page it names the people. Rest your cursor on a name to see who they are without leaving the page: a person's email, phone and company, or a company's industry, website and email. Click the name to open their page.

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
The opportunity it is attached to - on that sale's timeline, in date order with everything else
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.

Attaching an activity to a sale

Any activity can be attached to an Opportunity, so the sale carries its own history. Open the activity and use its Opportunity field to pick one, change it, or detach it.

Once attached, it appears on that sale's timeline alongside the notes people have written, and the sale's page shows the whole story in sequence.

Detaching keeps the activity

removing an activity from a sale only removes the connection. The activity stays on its contact, its company and the Deal Pipeline.

Turning an activity into a sale

When a call, email, meeting, demo or proposal turns out to be a real sale, open it and choose Promote to a new opportunity. PrimeTask creates the sale, carries across the title and the people, and records that activity permanently as where the sale began. A proposal also carries its value across.

For what does and does not carry over, see Activities and Opportunities.

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

Contact and company filters match every linked participant, not only the primary. An activity still appears once when several of its links match your selected filters.

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.

Deleting a contact or company is different from deleting the activity itself. PrimeTask removes that record from the activity and keeps the activity wherever another linked contact or company survives. The activity is deleted only when removing the record leaves it linked to nobody.

Common questions

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

Check whether you linked the call to that contact. Contact links are optional and easy to skip. If the person is missing, the activity still exists on the Activities page but does not appear on their timeline. Edit the activity and add them to its contacts.

"Can one activity involve people from different companies?"

Yes. Add every contact and company involved, then choose the primary contact and company. PrimeTask keeps one activity and shows it from every linked record, so the conversation is easy to find without creating duplicates.

"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 can create and update activities with several linked contacts and companies, including choosing the primary contact and company. 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