[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"cms-entry-glossary-activity-en":3},{"message":4,"data":5,"success":41},"OK",{"id":6,"entry_type":7,"locale":8,"slug":9,"title":10,"summary":11,"body":12,"blocks":13,"author_name":14,"published_at":15,"updated_at":15,"data":16,"category":14,"tags":17,"related":18,"alternates":31,"seo":36,"cover":14,"media":40,"preview":39},39,"glossary","en","activity","Activity","An activity is any piece of work done or planned for a customer record: a task, call, meeting or email.","An **activity** in a CRM is a piece of work done or planned in relation to a customer, lead, deal or support case. The most common types are **tasks**, **phone calls**, **meetings** and **emails**.\n\n## Why it matters\n\nActivities tell the \"story\" of a record: when was the customer last called, who promised what, what is the next step? Without dated activities with a clear owner, quote follow-up and customer relationships live only in people's memories.\n\n## A good activity record\n\n- Is linked to a record (e.g. a deal or customer),\n- Has an owner and a date,\n- Carries a short outcome note when completed.\n\n## In CRModular\n\nActivities can be linked to accounts, contacts, leads, opportunities, cases, quotes, orders and contracts; tasks, calls, meetings and emails appear in the calendar and in the record's history. See [How to follow up on sales quotes](\u002Fen\u002Fblog\u002Fhow-to-follow-up-on-sales-quotes) for using activities in quote follow-up.",[],null,"2026-10-06T22:11:47.995Z",{},[],[19,23,27],{"slug":20,"title":21,"summary":22,"entry_type":7},"price-book","Price Book","A price book holds the selling prices and discount limits of products for a specific customer group or period.",{"slug":24,"title":25,"summary":26,"entry_type":7},"account","Account","An account is the CRM record for a company you do business with; contacts, deals, quotes and cases are linked to it.",{"slug":28,"title":29,"summary":30,"entry_type":7},"entitlement","Entitlement","An entitlement defines the support a customer is entitled to under their contract: validity period, SLA and number of cases per period.",[32,33],{"locale":8,"slug":9},{"locale":34,"slug":35},"tr","aktivite",{"title":37,"description":38,"canonical_url":14,"noindex":39,"og_image":14},"What Is an Activity in CRM? Tasks, Calls and Meetings | CRModular","What is an activity in a CRM? The role of tasks, calls, meetings and emails in customer follow-up and what makes a good activity record.",false,{},true]