What Are Activities?
Activities
•Apr 10, 2026Activities are records of interactions and events in SalesKey. Every phone call you make, every meeting you attend, every email you send, every task you complete — all of these can be logged as activities in SalesKey.
Logging activities gives your team a complete history of all interactions with contacts, leads, deals, and projects.
Activity Types
SalesKey includes standard activity types, and your administrator can add custom types:
| Type | Description |
|---|---|
| Call | Phone calls, incoming or outgoing |
| Meeting | In-person or virtual meetings |
| Email communications (distinct from Inbox emails) | |
| Task | To-do items or action items |
| Note | Internal notes and observations |
| Custom types | Any activity type your admin has configured |
What Information Does an Activity Contain?
| Field | Description |
|---|---|
| Subject | Title of the activity |
| Type | Call, Meeting, Task, Email, Note, etc. |
| Status | Planned, Completed, or Cancelled |
| Priority | Low, Medium, or High |
| Start Time | When the activity starts |
| End Time | When the activity ends |
| Duration | Auto-calculated from start/end times |
| Location | Physical address or virtual meeting link |
| Description | Detailed notes or agenda |
| Associated With | Linked contacts, deals, leads, or projects |
| Assignee(s) | Who is responsible for this activity |
| Notes | Additional internal notes |
| Attachments | Files related to the activity |
How Activities Connect Your Data
An activity can be linked to multiple records simultaneously:
- A Call might be linked to a Person, their Organization, and the Deal you are discussing.
- A Meeting might be linked to a Lead and an Organization.
- A Task might be linked to a Project and a specific Phase on the board.
These links mean you can see the full interaction history from any contact, deal, project, or lead's profile.
Getting Started with Activities
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