---
title: "Activities: every conversation on the record | SalexHub"
description: "Mail, calls, meetings, notes and kinds of your own on every record. What changed since you last looked comes first, and the Agent sums it up when you ask."
url: "https://salexhub.com/product/crm/activities"
---

# Nothing said to a customer gets lost.

Mail, calls, meetings and notes on the record. What changed since you last looked comes first. A company's Activity tab: on top, what happened since your last visit and one conversation waiting for your reply; under it the stream, which the reader narrows with the lenses All, Communication, Tasks and Changes: an email waiting for a reply, a change of stage, an open task, a call, a note, then, before the last visit, a demo logged with its own properties, a change of amount, a done task and an email.

## Log it as it happened.

A call, a meeting or a kind of your own, with the properties you gave it. Log activity open on a demo, an activity type of the company's own: the date, the person it was with, the number of attendees and the outcome, then a note.

## Kinds of your own.

Add an activity type, give it its properties, and every record can log it. Settings, Activities: the built-in types (email, call, meeting, note, task) and two custom types, Demo and Site visit, each with Manage properties. Adding a type needs the settings permission.

## The Agent sums it up.

Ask for what happened since you last looked. It reads only what you can see. Since you last looked on a record: an email, a call, a note and a change, one conversation waiting for your reply, and the Agent's summary of them, marked as written by the Agent from the activity you can see, for about 2 AI credits. A summary is written when someone asks for it.

## Talk it through on the record.

Reply, react, and resolve the thread once it is settled. A note on a record with a reply and reactions, then the same thread resolved and folded to one line: resolved by its author, with one reply.

## Next

[Contacts & companies](https://salexhub.com/product/crm/contacts) · [Deals & pipeline](https://salexhub.com/product/crm/deals) · [The Agent](https://salexhub.com/product/agent) · [Set up the tasks after a call](https://salexhub.com/use-cases/tasks-after-a-call) · [Reply to a new request](https://salexhub.com/use-cases/reply-to-a-request)

## Log your first call.

Every record keeps its own stream from the first day. [Start free](https://app.salexhub.com/register)

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The same page for people: https://salexhub.com/product/crm/activities. Index of this site for agents: https://salexhub.com/llms.txt