Activities

Calls, meetings and tasks.

Who can use this page

Who: anyone with a Vector (CRM) role of Admin, Member or Viewer. Vector access is set per person and is separate from your other roles.

Activities lists the calls, meetings, emails, demos, LinkedIn messages and tasks logged against contacts, companies and deals.

• Activity feed: everything logged, newest first. Select a contact or deal name to open it.
• My tasks: your open work, split into Overdue and Upcoming. The tab shows a red count when something is overdue.

To record one, select Log activity (Admin and Member only). Pick the type, add a subject and, for tasks and meetings, a scheduled time.

Select the checkbox on the left of an activity to mark it complete. Only whoever logged it, or a Vector Admin, can complete it; for everyone else the box shows a lock.

When opened from a CRM overview widget, the record header returns to the originating dashboard or full queue, including its scope and page. Activities also provides a return link for follow-ups without a linked record.