Types of Activities
PULSEIntel PRO tracks several activity types:| Activity | Description |
|---|---|
| Call | Phone conversations |
| Messages sent or received | |
| Text | SMS/text messages |
| Meeting | In-person or video meetings |
| Showing | Property tours with clients |
| Note | General notes or observations |
| Task | Completed to-do items |
Logging Activities
Quick Log
The fastest way to log an activity:- Open a contact record
- Click the activity type icon (phone, email, etc.)
- Add a brief note about the interaction
- Click Save
Detailed Log
For more complete records:Fill In Details
Add:
- Date and time
- Duration (for calls/meetings)
- Subject or topic
- Detailed notes
- Outcome (if applicable)
Automatic Logging
Some activities are logged automatically when you connect your accounts:- Email - Connected email accounts log sent/received messages
- Calendar - Synced calendar events appear as meeting activities
- AI Calls - Calls handled by your AI agent are automatically logged
Viewing Activities
Contact Timeline
Every contact has a timeline showing all activities in chronological order. You’ll see:- Activity type icon
- Date and time
- Brief description
- Who logged it (you or system)
Activity Feed
View all activities across all contacts:- Go to CRM > Activities
- See a feed of recent interactions
- Filter by:
- Activity type
- Date range
- Contact
- Team member (if applicable)
Daily Summary
Your Daily Pulse includes an activity summary:- Activities completed yesterday
- Follow-ups due today
- Contacts with no recent activity
Activity Best Practices
What to Include
When logging activities, capture:Key discussion points
Key discussion points
What topics did you cover? What questions did they ask? What concerns did they raise?
Their situation
Their situation
Timeline for buying/selling, budget, must-haves, deal-breakers
Next steps
Next steps
What did you agree to do next? What are they doing next?
Personal notes
Personal notes
Kids’ names, hobbies, how you connected. These details build relationships.
When to Log
Make logging a habit:- After every call - Take 30 seconds to note the key points
- After meetings - Summarize while details are fresh
- After showings - Record their reactions and feedback
- End of day - Quick review to catch anything missed
How Detailed?
Balance detail with time:- Too brief: “Called. Left VM.” - Not enough context
- Too long: Full transcript - Takes too much time
- Just right: “Called to follow up on listings I sent. She liked the one on Oak St but concerned about the small backyard. Wants to see it this weekend. Scheduling showing for Saturday.” - Key info captured quickly
Follow-Up Tasks
Link activities to follow-up tasks to ensure nothing falls through the cracks:- After logging an activity, click Add Follow-Up
- Set the task description
- Choose a due date
- Save
Activity Reports
Track your activity patterns:Activity Summary
- Total activities by type
- Activities over time
- Comparison to previous periods
Contact Engagement
- Most/least contacted contacts
- Contacts with no recent activity
- Response rates
Team Activity (if applicable)
- Activities by team member
- Team totals and trends
Troubleshooting
Activities not syncing from email
Activities not syncing from email
Check that your email account is connected in Settings > Connected Accounts. Sync may take a few minutes.
Missing activities in timeline
Missing activities in timeline
Activities might be filtered. Check the filter settings on the timeline view.
Can't edit an activity
Can't edit an activity
You can only edit activities you created. System-generated activities (from email sync, etc.) cannot be edited.