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Activities & Notes

Every interaction with a customer matters. Heffl automatically tracks changes across your CRM and lets you manually log notes, comments, and activities on any record.

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Activity timeline

Each CRM record (contact, company, deal, lead) has an activity timeline that shows:

• Record changes - When fields were updated, by whom, and what changed
• Notes - Manual notes added by team members
• Comments - Discussion threads between team members
• Emails - Emails sent through connected integrations
• Calls and meetings - Logged via tasks

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Notes

Add freeform notes to any CRM record. Notes are useful for capturing conversation summaries, important details, or follow-up reminders.

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Adding a note

1. Open any CRM record (contact, deal, lead)
2. Go to the Notes section
3. Click Add Note
4. Type your note and save

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Pinning notes

Pin important notes so they always appear at the top of the notes list. Click the pin icon on any note to toggle pinning.

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Where notes can be added

Notes can be attached to:

• Contacts and companies
• Deals
• Leads
• Quotations

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Comments

Comments work like discussion threads. Team members can add comments to collaborate on records.

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Adding a comment

1. Open a deal or lead
2. Go to the Comments section
3. Type your comment and submit

Comments support file attachments for sharing documents, screenshots, or other files.

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Deal activity summary

Deals include an Activity Summary that aggregates all interactions: This gives you a quick view of how engaged you are with each deal.

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Audit trail

Heffl automatically records every change made to CRM records:

• Who made the change
• When it was made
• What fields were modified
• The old and new values

This audit trail is visible in the activity timeline and cannot be edited or deleted.

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FAQ