Nudge has two ways to add information to a deal, contact, or business: activity (the timeline) and comments. They serve different purposes.
Activity = what happened
Activity is the system-of-record timeline. It is for things that happened or that are facts:
- Notes: "Called the prospect, they are interested in a demo."
- Calls and meetings: Log a call or meeting with a short title and body.
- Emails: Automatically added when you CC or BCC the workspace dropbox. The thread is attached to the matching contact and appears as activity.
- Stage change: When a deal moves to a new stage (or Won/Lost).
- Owner change: When deal ownership is reassigned.
- Attachments: Files uploaded to the record.
Activity is visible to everyone who can see the deal, contact, or business. It is the right place for "what we did" and "what we know," so the next person (or you later) has full context.
Comments = team discussion
Comments are for discussion about the record:
- "Who is doing the proposal?" / "I will take it."
- "@Jane can you follow up with the legal contact?"
- Quick back-and-forth that does not need to be a formal note.
Comments support @mentions so you can pull a teammate in. They are threaded (replies under a comment). Use them when the team is coordinating or asking questions about the deal or contact, not when you are logging something that happened.
How teams should use them
- Log outcomes and facts as activity: After a call or email, add a note or let the email land as activity. That way the timeline tells the story.
- Use comments for coordination: "I will take the next action," "Can someone update the proposal?" Use @mentions so the right person is notified.
- Do not duplicate: If you are writing "Called and left a voicemail," put it as a note in activity, not only in a comment. Comments are great for "who is doing what"; activity is for "what was done."
Keeping this split clear makes the record useful for everyone: activity = history, comments = conversation.