Never Drop the Ball: Activities & Follow-ups

Memory is not a sales strategy

The highest-performing salespeople aren't the ones with the best memory — they're the ones with the best system. Every interaction with a prospect should be logged, every commitment tracked, every next step scheduled.

What to log as an activity

Go to any contact or deal and click Add activity. Log:

• Call — Duration, outcome, what was discussed
• Email — Subject and key points (paste the email body if useful)
• Meeting — Who attended, what was decided, what happens next
• Note — Anything else worth remembering

The golden rule of activity logging

Every activity log should end with a clear next step. "Called and left voicemail" is incomplete. "Called and left voicemail — will call again Friday at 3pm if no response" is a sales activity.

Filtering your activity feed

From CRM → Activities, you can filter by type, date range, and associated contact. Use this view at the start of each day to see every conversation from the past 48 hours and what needs to happen next.