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BuildRunKit CRM: Activities Sub-Section

GoldilocksBuildRunKit CRM: Activities Sub-Section

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The Activities modulesub-section providestracks aclient chronologicalinteractions, logincluding oflogged everycalls, interactionmeetings, internal notes, and systememail update within your workspace, ensuring you have a complete history of your engagement with contacts and deals.records.

Activities

Header Dashboard& OverviewAction

TheButtons

main
dashboard helps you track the volume and type of interactions across your team:

  • Total+ Activities:New TheActivity: overallOpens countthe ofactivity alllogging logged interactions.modal.

  • Calls:Generate SpecificallyReport: tracksOpens the numberCRM ofActivities phoneReport interactions recorded.

Notes: Displays the count of text-based updates or internal memos saved.

Emails: Tracks the number of email communications logged in the system.

Meetings: Shows the total number of scheduled or completed appointments.

Managing the Activity Log

Use the following tools to organize your history and find specific records:

    Search Bar: Quickly find specific interactions by searching for keywords within the notes or activity titles.

    Filtering: Use the All Types and All Owners dropdown menus to narrow the log down to specific interaction categories or team members.

    Activity List: Each entry in the list displays the interaction type (e.g., Call), a brief summary (e.g., "Follow up on GoldilocksCRM activities import"), and a timestamp of when it occurred.

    How to Add an Activity

    Screenshot 2026-05-14 152014.png

    To manually record a new interaction, click the brown + Add Activity button at the top right. This opens a configurationexport window:

    • Export Count: Displays total targeted activity records (e.g., Exporting 1 records).

    Export Format Options: Exports data instantly using Export as PDF or Export as CSV.

    Screenshot 2026-09-09 122425.png

    Activity Title:Summary EnterMetrics aTop briefKPI namecards fordisplay cumulative interaction counts:

      Total Activities: Counts all registered logs across categories.

      Notes: Displays total standalone internal notes.

      Communications: Tracks direct client interactions, such as calls, meetings, and emails.

      Directory Controls & Search Bar

        Search activities...: Text input to filter logs by subject or keyword.

        All types Dropdown: Filters activities by log category (e.g., Note, Call, Meeting, Email).

        All owners Dropdown: Filters entries by assigned workspace team member.

        All time Dropdown: Filters records by specific date ranges.

        View Switches: Toggles between Table (list view) and Grid (card view) layouts.

        Rows per page & Pagination: Controls visible row density and steps through multi-page logs.

        Activities Table Data Columns

          Subject: The headline title describing the logged interaction.

          ActivityType: Type:Visual Usebadge the dropdown to categorizecategorizing the entry type (e.g., Call, Meeting, Email, or Note)Note).

          DateDetails: &Brief Time:text Setpreview or full summary of the exact timing of when the activity took place.activity.

          Notes:Date: AddThe detailedlogged contextcompletion ordate specific(formatted outcomesas from the interaction.YYYY-MM-DD).

          Connections:Row LinkActions Menu (...): Quick management options for individual entries:

            Edit: Opens the setup editor to update activity details, subjects, or dates.

            Delete: Removes the record from the activity log.

            BuildRunKit CRM: Logging a New Activity

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            Clicking the + New Activity button opens a setup modal to log interactions and record updates:

              Subject *: Required text field to enter the activity headline or topic.

              Type: Dropdown selector to classify the activity (Note, Call, Email, or Meeting).

              Date: Date picker input to log when the interaction occurred.

              Contact: Dropdown menu to link the activity to a specific Contactclient or Deal to ensure it appears in their respective histories.record.

              AddDeal: Activity:Dropdown menu to associate the entry with a specific sales opportunity (requires selecting a contact first).

              Task: Dropdown menu to associate the activity with a related task item.

              Owner: Dropdown selector to assign activity logging responsibility to a team member in your workspace.

              Description: Multi-line text field for detailed meeting notes, email copies, or interaction summaries.

              Modal Actions: Click theCancel brownto buttondiscard ator Save to log the bottom right to save theactivity record.

              Generate

              Report

              Screenshot 2026-05-14 151551.png

              To export your interaction history, click the Generate Report link in the top right corner.

                Export Format: Select between PDF for a clean visual log or Excel for detailed data review.

                Action: Choose Preview to see the layout or Generate Report to download the final file.

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