# Goldilocks CRM: Activities

## **Goldilocks CRM: Activities**

**[![Screenshot 2026-05-14 151434.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-14-151434.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-14-151434.png)**

The Activities module provides a chronological log of every interaction and system update within your workspace, ensuring you have a complete history of your engagement with contacts and deals.

### Activities Dashboard Overview

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

- Total Activities: The overall count of all logged interactions.
- Calls: Specifically tracks the number of phone 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.

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### 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.

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### How to Add an Activity

[![Screenshot 2026-05-14 152014.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-14-152014.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/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 configuration window:

- Activity Title: Enter a brief name for the interaction.
- Activity Type: Use the dropdown to categorize the entry (e.g., Call, Meeting, Email, or Note).
- Date & Time: Set the exact timing of when the activity took place.
- Notes: Add detailed context or specific outcomes from the interaction.
- Connections: Link the activity to a specific Contact or Deal to ensure it appears in their respective histories.
- Add Activity: Click the brown button at the bottom right to save the record.

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### Generate Report

[![Screenshot 2026-05-14 151551.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/NDEscreenshot-2026-05-14-151551.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/NDEscreenshot-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.