Use customer activity for follow-up

Customer activity gives your team a practical history of forms, bookings, messages, purchases, and other important touchpoints.

Review the customer record

1. Open Customers and search for the person or company.
2. Review recent activity, notes, tasks, forms, bookings, and payment status.
3. Use the latest activity to decide the next best follow-up.

Take action

1. Add a note when context should be visible to the team.
2. Create a task when a teammate needs to follow up.
3. Start a message, campaign, booking, or payment workflow when the next step is clear.

Good to know

• Keep notes short and useful.
• Use tasks for commitments, not general reminders.

Keep the page focused on the customer action you want next. You can always come back and improve details after the core workflow is live.