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Capture What Happened in the Field

Field work that isn't logged is field work nobody else can use. This page covers what to record — calls, notes, messages, emails, meetings, visit outcomes — and how to do it right after the interaction, while the details are still fresh, so agents and managers back at the office know what the customer said and what comes next.

Entry pointMobile app

What To Log​

  • Calls made before or after visits.
  • Customer messages.
  • Emails sent.
  • Visit notes.
  • Meeting outcomes.
  • Requirement changes.
  • Objections.
  • Follow-up commitments.
  • Deal movement signals.

Log Immediately​

Log activity as soon as you can after the interaction. Wait until the end of the day and you'll forget details — or worse, mix up which customer said what.

Good Field Note Example​

Customer visited the demo location. Interested in the premium package but needs pricing approval. Asked for revised quote and payment schedule by tomorrow.

The sales owner can act on this without calling you first.

Weak Field Note Example​

Met client.

Nobody reading this knows the outcome or the next action.

  1. Open the visit or contact.
  2. Add outcome notes.
  3. Update enquiry details if requirements changed.
  4. Create a task for the next follow-up.
  5. Update deal stage if the opportunity progressed.
  6. Notify the owner or manager if urgent action is needed.

Common Issues​

IssueWhat to check
Activity saved to wrong recordOpen the correct contact and add a clarifying note.
Notes are too vagueAdd customer intent, objection, and next step.
Follow-up is forgottenCreate a task immediately after logging activity.
Manager cannot see updateConfirm it saved and permissions allow manager visibility.

If a logging action is missing — no note, call, or message option on a contact — or your manager can't see activity you've logged, check with your admin first. Both usually come down to role permissions or team visibility settings.

Contact Brixi support if logged activity saves successfully but later disappears, or shows against the wrong record when you're sure you logged it on the right one. Include the contact name, the activity type, and roughly when you logged it.

Field activity appears in agent activity, contact, visit, task, and deal reports depending on the action type.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.