Activities: define them and log them

Name: Log an activity
Uploaded: 2026-10-08
Duration: 2 min 28 s
Description: Log an activity

Updated October 8, 2026

An activity is anything your office counts besides sales, such as quotes, policy reviews or life appointments: the owner sets the list up once and each person logs their own.

Set up the list

Open Settings and choose Activities. The built-in Quotes activity comes first, marked with a lock: it cannot be renamed or removed.

To add your own, type a name in the box at the bottom and press Add activity. Switch on Require a note first if every entry should carry one.

Switch on Show on Home if each entry should appear in Recent Activity on Home. Quotes has no such switch.

Use the arrows at the left of a row to move your own activities up or down. Click a name to change it.

The Activities tab lists the built-in Quotes activity first, with a lock, then your own activities, each with its switches and its assignment button.

Assign each activity

Assigning is what switches an activity on. Until someone is assigned, its row is greyed out and nobody can log it.

Press the button at the right of the row. It reads Assign when nobody is assigned, then the number of people, or All members.

Tick the people who log this activity, or Select all. The list is every working team member, with the owner tagged Owner.

Press Save.

With nobody ticked the window reads Assigned to no one. A new team member starts with Quotes assigned, and an activity that a commission plan pays on is assigned to the people on that plan.

The assignment window for Quotes lists each working team member with a checkbox under Select all, with Cancel and Save at the bottom.

Log an activity

Everyone with a login can log, Basic members included.

Press Log Activity in the top bar. The window lists the activities assigned to you. With none assigned it reads No activities assigned yet.

Press Log beside an activity. Each press records one entry for today, and the button reads Logged for a moment.

If the activity requires a note, type it in Add a note (required) first. Log stays greyed out until you do.

For quotes, enter a count beside Auto, Fire, Life and Health, then press Log quotes.

There is no date to choose. An entry is dated today, and quotes are added to the current month. Under each activity the window shows its count for the month, or progress toward the month's goal if one is set.

Quotes are counted per product line, not per household. A household quoted for Auto and Fire is one in each row, so it adds two to the month.

The owner also sees Logging for and can pick any working team member. The window then lists that person's activities. Nobody else can log for another person.

Correct an entry

In the Log Activity window press View activity log, and move to the month with the arrows.

Click the pencil on a row, change the date, quantity or note, and press Save. The date cannot be in the future.

To remove an entry, click the bin and then Delete. Keep leaves it.

You can change your own entries. The owner can change anyone's, by choosing a person or Everyone. The person and the activity cannot be changed: delete the entry and log it again. If the entry's period has already been paid in Pay Team, the change is refused until that run is undone.

Quotes are not in this list. To fix this month's count, click this month: beside the product, type the right number and confirm. Earlier months belong to the owner: open Data, choose Team, pick the month and type into Team Quote Activity. It lists the people assigned Quotes and saves as you type.

Where activity shows

On the Team page, click a person and open Activity: counts by month or year, the notes that came with them, and quotes beside sales.
In Recent Activity on Home, for activities with Show on Home switched on.
In QUOTES LOGGED and CONVERSION on Home. See Conversion: quotes to sales.

On a person's Activity tab, the Quotes card shows Quotes, Sales and Close % for each period, with a card for each product line beside it.

Frequently Asked Questions

Why is my Log Activity window empty?

Nothing is assigned to you yet. Ask the owner to assign you in Settings, on the Activities tab.

Can I log something for yesterday?

Not directly. Log it today, then open View activity log, click the pencil and change the date.

How do I log five of the same activity?

Press Log five times, or log once and change the quantity in the activity log. Quotes take a count directly.

Can I delete an activity we no longer use?

Only if nothing was ever logged against it. Otherwise open its assignment window and untick everyone. Its history stays, and nobody can log it.