Account Activity, Notes, and Tasks
Track follow-up work and relationship history on account records.
Account activity helps your team understand what has happened with a company and what needs to happen next.
Review account activity before sales calls, renewal conversations, billing follow-ups, and handoffs between teams.
Activity
The activity tab records updates such as notes, emails, tasks, and related CRM events. Review it before contacting the account so you do not miss recent context.
Use activity as the timeline for the account relationship. If the last activity is old, check whether work has moved to a linked contact, deal, project, ticket, or invoice before assuming the account is inactive.
Add an Account Note
- Open the account.
- Go to the notes or activity area.
- Add a short title or summary when available.
- Write the note with enough context for another teammate.
- Save the note.
Good account notes explain what happened, who was involved, and what should be remembered later. They should not replace tasks for work that needs a due date.
Notes
Add notes for information that should stay attached to the account, such as:
- Contract context.
- Stakeholder notes.
- Renewal timing.
- Meeting summaries.
- Internal risks or preferences.
Use private notes when the content is internal and should not be broadly shared.
Keep notes factual and useful for future teammates. Put time-sensitive work into tasks instead of burying it inside a note.
Comments
Use comments for team discussion. Comments are useful for asking teammates for context, flagging next steps, or documenting short decisions.
Move final decisions or customer-facing commitments into the relevant task, deal, document, or ticket so they are easier to find.
Tasks
Use account tasks for follow-up work tied to the company relationship, such as renewal outreach, account review, stakeholder follow-up, or document collection.
Give account tasks an owner and due date. A task without both is easy to miss during account review.
Create Follow-Up From Activity
When a note, email, or comment creates work, create a task immediately. Use the
task title for the action, not the background. For example, use Send renewal proposal instead of Renewal discussion.
Link the task to the account and assign it to the person responsible for the next step. Add a due date that matches the customer expectation.
Account Review Checklist
Before an account review, check recent activity, open deals, unpaid invoices, active projects, open tickets, upcoming tasks, and important notes.
After the review, create or update the next task while the context is fresh. If the account has no next action, add a short note explaining why so teammates do not reopen the same question later.
When Activity Looks Incomplete
If account history looks thin, check related contacts, deals, projects, tickets, finance records, and files. Some work may have been logged on a person or project instead of the company account.
Use the review to clean up relationships, not just read notes. Link missing contacts, add the right account to deals, and move important context from chat or comments into durable notes or tasks.
Activity Hygiene
During cleanup, move durable facts into notes and action items into tasks. Leave short comments for discussion. This keeps the account timeline readable when a new teammate opens the record months later.