How do activity timeline, tasks, reminders, and follow-ups work?

Each lead/customer has an activity timeline plus tasks, reminders, and follow-ups — staff log activities (calls, notes, meetings) and set tasks/reminders to follow up, all recorded against the record. The timeline gives a chronological history of the relationship, and the tasks/reminders ensure nothing slips (a promised callback, a follow-up after a quote). This turns the CRM from a…

Each lead/customer has an activity timeline plus tasks, reminders, and follow-ups — staff log activities (calls, notes, meetings) and set tasks/reminders to follow up, all recorded against the record. The timeline gives a chronological history of the relationship, and the tasks/reminders ensure nothing slips (a promised callback, a follow-up after a quote). This turns the CRM from a static contact store into an active workflow tool that prompts the next action.