Every deal, contact, and company in your Sales Hub has a timeline running down its middle column. Anything you log there — a call summary, a meeting note, a file you uploaded — becomes part of the permanent record. The next time you open that record (or a teammate does), the timeline tells you everything that's happened in chronological order.
The activity logger
Top of the middle column on any deal, contact, or company detail page, there's a row of buttons:
- Note — free-form text. Use this for anything that doesn't fit the other types.
- Call — a phone call summary. Has a duration field. Useful for tracking how much time you've spent on a deal.
- Meeting — an in-person or video meeting. Has a date and an optional location.
- Task — a future to-do. See Tasks and to-dos.
- File — upload a PDF, image, or document attachment.
Logging a note
Click Note
The text area expands.
Type what happened
Talk to the page like you're updating a colleague. “Spoke to Mike — they're going to PO Friday once Bob signs off.” Short, clear, and dated.
Click Save
The note lands at the top of the timeline with your name and a timestamp.
Past tense, please
Notes are records of what happened. Future things are tasks. If you find yourself writing “need to call Mike Friday”, that's a task, not a note — use the Task button instead and you'll get a reminder.
Logging a call
Same as a note, but with a duration field. Useful when you want to see how much time you're sinking into a particular customer, or for billing time later.
Logging a meeting
Use this for site walks, in-person meetings, video calls. Has an optional location field (typed text — no calendar integration today).
Attaching files
Click the File button to upload PDFs, images, or documents. The attachment lives in the timeline and is downloadable from anywhere on the deal. Common uses:
- RFP / scope-of-work documents the customer sent you
- Site photos from a walk-through
- A signed change order or LOI
- Insurance certificates and pre-quals
Where activities show up
When you log an activity on a deal, it shows up on three timelines: the deal itself, the primary contact, and the primary company. So opening any of those three records gives you the same picture.
One small exception
Stage changes and deal-creation events don't show up on the contact's timeline by themselves — only on the deal. Otherwise opening one busy contact would drown you in noise from every deal they've ever been on.
Editing or deleting a logged activity
Each entry in the timeline has a small menu (three dots) for editing the text or deleting the entry. Edits are auditable; deletions are soft (the entry hides but is recoverable for a short window).
On Pro: emails log automatically
On the Pro plan, once you connect your Gmail or Outlook mailbox, emails to and from a contact land on their timeline automatically — no copy-paste required. See Connecting your Gmail or Outlook mailbox.
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