Using the Activity Composer in 8020CRM for Communication and Task Management
- Mary Morales
- Sep 23, 2024
- 3 min read
Updated: May 12
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Overview
The Activity Composer in 8020CRM helps you stay on top of daily communication, follow-ups, and appointments. It brings your most important actions - like calling, emailing, scheduling, and logging activity - into one streamlined panel across Leads, Opportunities, and Property Transactions.
Before You Begin
You must have access to record pages and related permissions (e.g., Lead Manager, Acquisitions User). If you don’t see the Activity Composer or Timeline, contact your System Admin to confirm page layout access.
Why It Matters
The Activity Composer helps you:
Take quick action from a single place
Keep communication organized across your team
Trigger automations and status updates based on your outreach
Maintain a complete activity history on every record
Step 1: Locate the Activity Composer
The Activity Composer appears on record pages just below the main record details. You’ll see buttons for:
Call - Click to dial from integrated phone systems
SMS - Send a text message if a mobile number is available
Email - Write or AI-generate emails
Log Call - Record an offline or incoming call
Task - Create a follow-up task
Event - Schedule an appointment
Note - Add internal notes
Files - Upload documents
RAIN - Use AI to summarize or assist with messaging
| All actions taken here are added directly to the Activity Timeline.
🎥Watch step-by-step video: Work the Lead Using the Activity Composer & Timeline
Step 2: Log Calls, Emails, and SMS
From the Activity Composer:
Click Call to dial from the record (number must be available in the Phone or Mobile fields)
Click SMS or Email to send a message or use RAIN to draft one
Click Log Call to record a conversation that took place outside of the CRM
| 8020CRM automatically records the information entered in the timeline.
Step 3: Create Tasks and Follow-Ups
Tasks help keep your pipeline moving. Use the Task button in the Composer to:
Add a subject, purpose, and due date
Set a priority (Low, Medium, High)
Add details or notes
Assign it to yourself or a teammate
You’ll also see helpful icons:
⏰ Clock icon - Set a reminder
📊 Chart icon - Distribute follow-up tasks over a time period
✅ Checklist icon - Add a task checklist (also called Action Plans)
🎥Watch step-by-step video: Schedule and Manage Appointments
Step 4: Schedule Events and Appointments
Click Event to book appointments with other teams or with leads:
Add a subject and select who it’s assigned to (e.g., acquisition or disposition agent)
Choose the function (e.g., Acquisition, Disposition, Inspection)
Set the date, time, location, and attendees
Use reminders to stay on track
| After conversion, this event will appear in the related Opportunity or Property Transaction timeline and update appointment statuses automatically.
Step 5: Track Everything in the Activity Timeline
All actions appear in the Activity Timeline, just below the Activity Composer. You can:
View a complete history of calls, emails, tasks, and events
Open each item for more detail
Edit or update existing records directly from the timeline
| Click the RAINdrop to generate a quick summary of the record. RAIN will review the activity history, tasks, and conversations - perfect for when you're jumping in cold or switching between leads.
Best Practices
Use the Activity Composer for all outreach so your activity history stays complete
Use RAIN to speed up communication and avoid repetitive typing
Create follow-up tasks for every conversation
Check the Activity Timeline before reaching out to avoid duplicate efforts
Learn More
If you'd like to go deeper on managing the Activity Composer and Timeline in 8020CRM, check out our video The Power of The Activity Composer in 8020CRM, or reach out to your Success Manager for personalized guidance.
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