Logging Activities

Permissions

• View activities: Owner, Admin, Manager see all. Users see only their own.
• Create activities: All roles
• Edit/delete: Author of the activity, or Admin/Owner

Activity types

Bobby CRM supports 5 activity types:

Type	Icon	Use for
Call	Phone (green)	Phone calls with prospects or clients
Email	Envelope (blue)	Email conversations
Meeting	Calendar (yellow)	In-person or video meetings
Task	Checkmark (purple)	Internal to-dos and follow-ups
Note	Document (gray)	General observations and context

Create an activity

You can create activities from two places:

From the Activities page:

1. Go to Activities in the sidebar
2. Click + New Activity

From an entity detail page:

1. Open a contact, company, or deal
2. Go to the Activities tab
3. Click + New Activity

Activity form fields:

• Activity Type — select: Call, Email, Meeting, Task, Note
• Subject (required) — short description
• Description — longer details (optional)
• Due Date — when this should happen (optional)
• Assigned To — team member responsible (optional)
• Contact — link to a contact (optional)
• Deal — link to a deal (optional)
• Company — link to a company (optional)

Activities list

The global activities page shows all activities in a table:

• Type — icon indicating call, email, meeting, task, or note
• Subject
• Linked To — the contact, deal, or company this relates to
• Due Date — shown in red if overdue
• Status — badge: Open (blue), Completed (green), or Overdue (red)
• Author — who created the activity
• Created At

Filter activities

Use the dropdown filters above the table:

• Type — All, Call, Email, Meeting, Task, Note
• Status — All, Open, Completed

Complete an activity

Click the checkbox next to an activity to mark it as completed.

When you complete an activity, a Schedule Follow-up modal automatically appears after a brief delay. You can:

• Schedule a follow-up activity (pre-linked to the same contact/deal)
• Dismiss the modal if no follow-up is needed

Activity indicators on deals

On the Kanban board, each deal card shows a colored dot indicating activity status:

• Green dot — you have an activity due today
• Grey dot — you have an upcoming scheduled activity
• Red dot — you have an overdue activity
• No dot — no scheduled activities for this deal