Log activities and reminders
Log calls and notes, schedule visits and tasks, and get an email before they're due.
- Admin
- Agent
- ⏱ 1 min
- Updated October 6, 2026
Pick the kind
On the lead's record, go to Log an activity and pick the Kind: Task, Call, Visit, Meeting or Note.
Give it a title
Write in Title what needs doing or what happened, for example "Show the house in Tamarindo".
Pick when it's due
A task, a visit or a meeting needs a date and time in Due (UTC). For a call it's optional, and a note has no date.
Add a reminder
Under Reminder, pick 15 minutes, 1 hour or 1 day before. The assignee gets an email at that time with a link to the activity.
Assign it and link a property
Under Assignee, an Admin can give it to someone else on the team; an Agent assigns it to themselves. Under Property, pick the property it's about, if any.
Save it
Tap Add activity. It shows up in the activity on the record and, once you're done, tick its box to complete it.