How to create an activity?

Activities help you keep track of every interaction you have with your customers—such as calls, visits, emails, demos, and more.
This guide will show you how Activities work and how to use them to stay organized.
 

Let's get started! 

1. Log in to your Bemakers account
2. Go to Activities
3. You will see a Activities page. This is where all logged customer interactions will appear.

4. Click Log Activity in the top right corner.

5. When creating an Activity, you’ll fill in:

   • Customer – Select the customer you interacted with.

   • Date & Time – When the interaction happened.

   • Type – Call, Email, Demo, Visit, or Other

   • .Notes – Add details about the conversation or event.

6. Click Submit when you’re done.

The Activity will now appear in your Activities list.

You can also view and create Activities directly from a specific customer’s profile.

To do this:

1. Go to Customers

2. Select the customer you want to view

3. See the Activities block on the Customer page

4. Here you will see all Activities related only to this customer

Inside this customer page, you will also find a Log Activity button, so you can create a new activity without leaving the customer record. This is useful when you are working on a customer case and want to quickly log communication.

Filtering Activities

Use the filters at the top of the Activities page to find what you need.

You can filter by:

• Customer

• Date

• Type of activity

• Created by

• Note

Exporting Activities

Click the export button to download your Activities.

The exported xls file includes:

• Customer

• Type

• Date & time

• Notes

• Logged by

This is useful for reporting or sharing with your team.

Deleting an Activity

If an Activity was logged incorrectly, you can delete it.

To delete:

1. Open the Activity

2. Click the Delete button

3. Confirm the deletion

Deleted Activities cannot be recovered.