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Contact Activity

Track all activity related to a contact including internal notes, tasks, leads, and reservations.

Notes Tab​

Notes Tab

Internal notes help your team share important information about a contact.

Viewing Notes​

Notes display as yellow cards showing:

  • Note label (pink)
  • Author - Who wrote the note
  • Date - When it was created
  • Content - The note text
  • Edit button - Modify the note

Adding Notes​

Tap + New note to create a note:

  1. Enter your note text
  2. Tap Save

Notes are:

  • Visible to your entire team
  • Never sent to the contact
  • Permanently attached to the contact profile
  • Searchable

Best Uses for Notes​

  • Guest preferences (early check-in, dietary restrictions)
  • Special requests or accommodations
  • Issue history and resolutions
  • Handoff information between team members
  • Important context for future interactions

Tasks Tab​

View and manage tasks linked to this contact. See Tasks View for full task documentation.

Tasks connected to a contact:

  • Show in the contact's Tasks tab
  • Include full task details (due date, priority, assignee)
  • Can be marked complete directly from the contact

Creating Contact Tasks​

  1. Tap + to create a new task
  2. Task is automatically linked to this contact
  3. Set due date, priority, and assignee

Leads Tab​

Leads Tab

View sales leads associated with this contact.

Lead Information​

When leads exist, you'll see:

  • Lead name/title
  • Lead status
  • Creation date
  • Assigned agent

Empty State​

If no leads exist, you'll see "No Leads - Lead information will appear here"

Creating Leads​

Create a lead from:

  • The Leads tab + button
  • Message actions (long-press a message → Create Lead)
  • The contact's More menu

Reservations Tab​

Reservations Tab

View all booking history for this contact.

Reservation Cards​

Each reservation shows:

  • Contact name and reservation number
  • Total value (e.g., $9,868.75)
  • Dates - Check-in and check-out
  • Duration - Number of nights
  • Property - Which unit/property
  • Guests - Number of adults, children, pets
  • Status tags:
    • PreCheckIn - Upcoming reservation
    • rdp, Airbnb, etc. - Booking source

Reservation Actions​

Tap a reservation to:

  • View full details
  • See payment breakdown
  • Access linked conversations

Surveys Tab​

View survey responses from this contact:

  • Guest satisfaction surveys
  • Post-stay feedback
  • NPS scores
  • Custom survey responses

The Complete Picture​

The Activity tabs give you full context on every contact:

TabWhat It ShowsWhy It Matters
NotesTeam knowledgeKnow guest preferences instantly
TasksAction itemsNever miss a follow-up
LeadsSales pipelineTrack conversion opportunities
ReservationsBooking historyUnderstand guest value and patterns
SurveysFeedbackKnow satisfaction levels

This 360° view ensures every team member has the context they need to provide excellent service.