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CRM

Activity

The append-only timeline of every event in your workspace — what gets logged, how, and where to read it.

Activity is the record of everything that happens in your workspace. The global Activity feed is a real-time, tenant-wide stream of every event, newest first; the same events also appear filtered to a single account or contact on their detail pages.

What gets recorded

Events are typed. The common ones you'll see in the feed include:

EventWhat it means
email.sent / email.opened / email.clickedAn outbound email's lifecycle
call.completedA logged call
note.addedA note someone wrote
contact.addedA new contact was created
deal.won / deal.stage_changedOpportunity outcome or stage movement
signal.detectedAn intent or buying signal fired
enrichment_completedA background enrichment pass finished

Each event carries the entity it relates to (account and/or contact), who or what triggered it (actor — a user's email, or system), when it happened (occurred_at), and a payload of event-specific detail such as the email subject, the from/to stages of a deal move, or a deal amount.

How activity is logged

Activity is append-only — events are added, never edited in place. They arrive two ways:

  • Automatically, from the subsystems that do the work: the sequence engine when a step sends, the enrichment worker when a pass completes, the playbook engine when a play runs, and the email webhook handler when a message is opened, clicked, or bounces.
  • Manually, when you log something yourself — most often a note from Add Note on an account, or a logged call.

Append-only by design

Because the timeline is append-only, it doubles as an audit trail. You can trust that what you see is the full sequence of what happened, in order.

Reading the timeline

In the global feed each event is icon-coded by type. Click any event to open a side panel with its full payload, the actor, exact timestamps, and a deep link to the related record — the account, the email thread, the call, or the opportunity.

On an account detail page the Activity card tabs the same stream into All, Email, Signals, Notes, Comments, and Hierarchy, so you can isolate, say, only the email events for that company.

Event summaries — turning deal.stage_changed into "moved from Proposal to Negotiation," for example — are generated deterministically from the payload, so they read the same every time.

Looking for the audit log?

Activity is the business-event timeline. For the security and configuration audit trail — logins, permission changes, admin actions — see the Audit Log.

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