Core Concepts
Advanced Features
Activity Tracking
How Activity Logging Works
Activities create a comprehensive record of all interactions with contacts and deals. When sending emails (automation, manual, or pipeline triggers), you can choose to log these activities to specific deals, contacts, or both for complete audit trails.
Automatic Activity Logging
Activities are automatically created when sending emails through Lyara. You can choose which contacts and deals to log each activity to.
- • Email Automation: All automated emails create activities automatically
- • Pipeline Changes: Emails sent during deal stage moves are logged
- • Manual Sends: Choose logging targets when composing emails
- • Template Usage: All template-based emails can be logged
Logging to Contacts vs Deals
Contact Activities
- • Shows in contact's activity timeline
- • Tracks personal communication history
- • Useful for relationship building
Deal Activities
- • Shows in deal's activity timeline
- • Tracks opportunity-specific communications
- • Useful for sales process tracking
Manual Inbound Email Logging
Log incoming emails from your connected inbox to specific deals or contacts by clicking the "Log" button on email rows. This ensures complete communication history tracking.
How to Log Inbound Emails
- 1. Navigate to your inbox within Lyara
- 2. Find the email you want to log in your email list
- 3. Click the "Log" button on the email row
- 4. Select the contact and/or deal to associate the email with
- 5. The email is now recorded as an activity in your CRM
When to Log Inbound Emails
- • Important customer responses or inquiries
- • Deal-related communications from prospects
- • Support requests that should be tracked
- • Any email that contributes to the customer relationship
Complete communication history
By logging both outbound (automatic) and inbound (manual) emails, you create a complete timeline of all interactions with each contact and deal, providing valuable context for future communications.