CRM Activities

CRM Activities help you track every customer touchpoint and keep the next follow-up visible. This keeps sales work consistent and prevents opportunities from falling through the cracks.

Activity list with filters for Today, Tomorrow, Late, and Future

Activity list (placeholder screenshot)

What activities are for

Use activities to:

  • Document calls, meetings, emails, or messages
  • Set a clear next step and date
  • Keep activity history visible to your team

Each activity is tied to a customer and appears in that customer's CRM record.

View activities

Activity list

  1. Go to CRM > Activities.
  2. Use the filter buttons to focus on Today, Tomorrow, Late, Future, or All.
  3. Click a customer name to open their activity dialog and full history.

The list shows:

  • Customer name and status
  • Business type
  • Next action type and date
  • Last action and date

Activity history per customer

When you click a customer, you can see the full activity log for that account and add a new entry without leaving the page.

Log a new activity

You can log activities from the Activities page or directly inside a customer record.

  1. Choose the customer you're updating.
  2. In New Activity, set:
    • Date (when the action occurred)
    • Action Type (Call, Message, Email, or Meet)
    • Next Contact (date/time for the next touch)
    • Next Action Type (how you'll follow up)
  3. Write a short Action Log (1-3 sentences).
  4. Click Post Activity.

New activity form with date, action type, and next contact

New Activity form (placeholder screenshot)

By default, OFreight schedules the next contact 3 days ahead. Update it if a different follow-up window is needed.

Plan follow-ups

Good follow-ups are clear and time-bound. Consider:

  • Use Call when you need quick confirmation.
  • Use Email for rate offers, documents, or summaries.
  • Use Meet for key accounts or strategic negotiation.
  • Use Message for short, fast check-ins.

When a follow-up is overdue, it appears under Late, helping you prioritize.

Schedule view

Click Schedule to view follow-ups on a calendar. This helps you:

  • Balance workload across days
  • Identify overdue actions (Late)
  • Plan a realistic week of customer outreach

Calendar view showing scheduled follow-ups

Schedule view (placeholder screenshot)

Best practices

  • Log every customer touchpoint, even short calls.
  • Keep action logs concise and factual.
  • Always set a next contact date to maintain momentum.
  • Review the Late list at the start of each day.

Tips and troubleshooting

  • No activities shown: log the first activity to start the timeline.
  • Late items: start with the Late filter to clear overdue follow-ups.
  • Busy calendar: switch to agenda view for a clean list.

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