Leads & Contacts
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How to log a follow-up activity
Keep lead history useful by logging meaningful follow-up activity.
Quick answer
Log a follow-up activity from the lead or contact context, summarize what happened, and set the next step if one is needed.
Activity history is most useful when it captures decisions, outcomes, and next steps.
Write a useful note
A clear note might say: "Buyer wants a showing next weekend, prefers west-side neighborhoods, send three options Friday."
Connect it to action
If the conversation creates a next step, add the follow-up date or task before leaving the record.
Steps / Key takeaways
- Log decisions and outcomes, not noise.
- Keep notes short and actionable.
- Set the next follow-up while the context is fresh.
Frequently asked questions
Should I log every tiny interaction?
Use judgment. The best notes help future you understand the relationship and next step.
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