When someone logs a conversation they pick a type. The list is defined once for the organisation, so activity can be compared across every tribe.

Keep it to a handful

Call, email, meeting, site visit — that is most businesses covered. Every extra option is another decision at the moment a rep is trying to log something quickly and move on, and logging that takes too long does not happen.

What the types feed

• The Activity Report, which counts work by type.
• The contact and company Communications history.
• Last contacted, which counts any logged conversation as a real touch.