The Activities tab of the contact profile page stores all Notes, Tasks, and Meetings associated with the contact. 

Admins can use the Action button located on the the top right of a contact’s profile page to perform the following:


  • +Note: Notes are stored in the Activities tab as well as the Notes tab on the contact’s profile page. To learn more about how to create a note, click here
  • +Task: To add a task that is associated with this contact, select “+Task”. Enter in the details, then select “Save”.

  • +Meeting: To record a meeting with the contact, select “+Meeting”. Enter in the meeting information, then select “Save”.