In Sage Sales Management, all interactions you log — such as calls, meetings or notes — are grouped under Activities.
However, not every activity is the same. To help you choose the right type when creating a record, here’s how they differ:
Type | Description | Typical Use | Key Fields | Example |
Activity | The general category that includes all recorded interactions, such as tasks, events, notes or emails. | Tracking any interaction related to clients, companies or opportunities. | Type, linked entity, date. | “Added meeting notes to the opportunity record.” |
Task | A specific action you or a teammate must complete, usually with a due date but without a defined time slot. | Follow-ups, reminders, or internal to-dos. | Title, due date, assigned user. | “Call client to confirm quote.” |
Event | A scheduled activity with a defined start and end time. | Meetings, calls, demos, webinars. | Start/end time, participants, location. | “Meeting with supplier at 10:00 AM.” |
Tip: Tasks and Events are both logged as Activities once created. This means you can view, filter and track them together in the Activities list or within related entities.
Tasks, Events & Activities — What’s the difference?
| Activity | Task | Event |
What it is | Any interaction you log in Sage Sales Management. | Something you need to do — usually by a due date. | Something scheduled for a specific date and time. |
When it’s used | To track all types of actions: calls, notes, emails, meetings. | To remind yourself or others of follow-ups or internal actions. | To plan meetings, calls, demos, or visits. |
Key info | Type • Linked record • Date | Title • Due date • Assigned user | Start/end time • Participants • Location |
Example | Added meeting notes. | Call the client to confirm quote. | Meeting with supplier at 10:00 AM. |
💡 Remember: Tasks and Events both become Activities once saved — that’s why they all appear together in your Activity list.