CRM Setup
Setting up communication log types
The kinds of conversation your team records, keeping the list quick to use, and what it feeds.
Last updated September 2, 2026
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.
DO NOT MAKE THE TYPE CARRY THE OUTCOME
Types like "Call — no answer" and "Call — spoke to decision maker" double the list and still cannot cover reality. The type is what kind of contact it was; what happened belongs in the note.