The next call, meeting and follow-up — on the record they belong to.

Activities is the work of selling and serving, written down. A task is not a reminder in someone’s head: it sits on a lead, a deal, a contact or a ticket, with a due date and an owner. The inbox of “what should I do today” is this list.

What you can do

1. 01

   On the record, not in a notebook

   Every activity points at a person or a deal. Completing it is progress you can see later.

2. 02

   An owner and a when

   Unassigned follow-ups do not count. The list is honest about who is late.

3. 03

   The same activity everywhere

   A meeting from CRM looks like a meeting from helpdesk. People learn one object, not five apps’ worth of tasks.