Recording an Activity

1. Open a contact's detail panel
2. Click Log Activity
3. Set the Date and Time duration of the interaction
4. Select the Activity Type:
   • Call
   • Email
   • SMS
   • Virtual Meeting
   • In-Person Meeting
   • Canvass
5. Choose the Outcome that best describes what happened (options vary by type):
   • Successful
   • No Answer
   • Left Voicemail
   • Declined
   • Callback Requested
   • Wrong Number
   • Deceased
6. Add Notes— Use quick-fill buttons for common responses or write your own:
   • "Contact is interested and will consider donation"
   • "Contact pledged a donation - amount to be confirmed"
   • "Requested more information before deciding"
   • "Not interested at this time"
   • "Already committed to other candidates"
   • "Supports the cause, amount to be determined"
   • "Provided email for follow-up materials"
7. If the outcome was "Successful," you can optionally record a Pledge Amount.
8. Click Log Activity to save.

Viewing Activity History

Every contact's Activity Log appears at the bottom of their detail panel, showing a chronological record of all interactions including the date, type, outcome, and notes.