Progress: 18 of 30 Days

Day 18 Feature: Activity Log

Today you'll learn how to use the Activity Log inside CDM.

The Activity Log allows you to document important customer activity and keep a record of actions taken throughout the customer journey.

Why This Matters

If it is not documented, your team may forget it.

Activity Log notes help keep customer activity organized and provide a history of important actions, updates, and communications.

The Activity Log can be found within the customer profile.

Use the screenshot below to locate the Activity Log section, note entry area, log filters, and activity history tools.

Step 1:

Open the Activity Log

Navigate to a customer profile and locate the Activity Log section.

Review the available options for filtering, viewing, and creating activity records.

Step 2:

Create a New Activity Note

Enter a title and add a short note describing an activity, update, or action related to the customer.

Select the appropriate activity type if applicable.

Step 3:

Save and Review the Activity Record

Save the activity log entry and verify that it appears in the customer's activity history.

Review how activity records can be used to track customer progress and internal actions.

Create a simple activity record.

If you're unsure where activity notes appear or who can view them, contact our Support Team for assistance.

We're here to help you succeed.