CRM Daily Work
The Communications tab
Everything the CRM has recorded about talking to someone, where each entry comes from, and what will never appear there.
Last updated September 2, 2026
The Communications tab is the conversation history: every recorded touch with a contact, newest first. On a company it rolls up everyone who works there.
What lands there
| Entry | Where it comes from |
|---|---|
| Enquiry | A form or website enquiry they sent. |
| Call | A tracked phone call. |
| Logged communication | Anything a rep recorded by hand. |
| Email sent / received | A mailbox connected to this tribe. |
| Meeting | A CRM calendar event. |
| Campaign or automation email | Marketing sends, shown for context. |
Marketing sends appear so a rep is never blindsided by an email the customer received that morning — but they are excluded from last contacted, because a bulk send is not a conversation.
Email only appears if a mailbox is connected
THE MOST COMMON "IT IS NOT WORKING"
A rep who has not connected their mailbox will see no email at all on any contact. Nothing is broken — the CRM has no way of seeing their inbox. Connect the account from Team Members and the history begins to fill in.
Using it
- Read the company's tab before a meeting — it covers everyone at the account, not just your contact.
- Use it to answer "has anyone already replied to this?" before you reply again.
- Compose an email from here so the reply lands back in the same history.