> ## Documentation Index > Fetch the complete documentation index at: https://docs.cortado.pro/llms.txt > Use this file to discover all available pages before exploring further. # Activity > Track notes, tasks, emails, and quote engagement across every record in Cortado ## Activity Overview Activity in Cortado is the durable history attached to each record — the notes your team has added, the tasks created and completed, the emails sent and received, and how your customers have engaged with the quotes you sent them. There is **no single org-wide activity feed page** in Cortado. Instead, activity surfaces in two places: * **Per-record activity tabs** — on every lead, contact, booking, event, quote, and invoice * **The Daily Activity Summary** — on the [Reports](/guides/reports) page, rolled up across the whole organization for a chosen day This is different from the bell-icon **Notification Center**, which is real-time and personal. See [How Activity Differs from Notifications](#how-activity-differs-from-notifications) below. ## Activity Tabs on Each Record Every lead, contact, booking, event, quote, and invoice has an **Activity** area with the following tabs: ### Notes Internal team notes attached to the record. Use notes to capture context that doesn't belong in an email: a phone-call recap, a heads-up for the next teammate who picks the lead up, or a quick observation about the customer. ### Tasks To-dos linked to this record. Creating a task from within a record auto-links it to that record's parent — no need to set the parent manually. See [Tasks](/guides/tasks) for the full task workflow. ### Emails A paginated history of every email sent from or received to this record through Cortado. Each entry shows: * Subject * Sender and recipient(s) * Timestamp * An expandable view of the full body Use this tab to see exactly what's been said to the customer — useful when picking up a lead a teammate started, or when a customer asks "what did you send me again?" ### Quote Interactions A timeline of how the customer is engaging with the quotes you've sent. See the next section for details. The Activity area is the first place to check before reaching out to a customer. A quick scan of recent notes, emails, and quote interactions tells you exactly where things stand. ## Quote Interactions When you send a quote, Cortado tracks what happens next. The Quote Interactions tab records the following event types: * **Quote Sent** — recorded when you send the quote * **Quote Viewed** — recorded when the recipient opens the portal link (including anonymous shared-link opens) * **Quote Accepted** — recorded when the customer accepts in the portal * **Quote Rejected** — recorded when the customer rejects in the portal * **Quote Expired** — recorded when a quote passes its expiration date ### Per-Recipient Tracking For each recipient of a quote, Cortado tracks: * **First viewed** timestamp * **Last viewed** timestamp * **Total view count** * **Accepted** timestamp (if they accepted) If a customer forwards their personal share link to a colleague — for example, the planner shares it with their CFO — that forwarded recipient is tracked as a separate viewer, so you can see exactly who looked at the quote. ### Roll-up on the Lead The quote interaction history rolls up onto the lead detail page as well, so when you open a lead you can quickly see who has and hasn't engaged with the quote you sent. A quote viewed three times in a day is usually a sign the customer is sharing it internally and getting closer to a decision. Keep an eye on view counts as a signal of buying intent. ## Daily Activity Summary The **Reports** page has an **Overview** tab that includes a **Daily Activity Summary** — a one-day, org-wide roll-up of activity. The summary lists, for a selected day: * **Notes created** across every record in the organization * **Tasks completed** across every record in the organization Each entry links back to its parent record — inquiry, event, booking, contact, invoice, or quote — so a manager can drill in for context. By default, the Daily Activity Summary loads **yesterday**'s activity, which is the most useful view for a morning team review. You can change the date to look at any other day. Use the Daily Activity Summary at the start of each day's stand-up. It takes the guesswork out of "what did we ship yesterday?" and lets the team focus the meeting on what's next. ## How Activity Differs from Notifications It's easy to confuse activity with notifications. They serve different purposes: | | Activity | Notifications (bell icon) | | ------------------ | ----------------------------------------------------------- | ------------------------------------------- | | **Where it lives** | Attached to each record + Daily Activity Summary on Reports | Top-right bell icon | | **Who sees it** | Anyone with access to the record | The specific user the notification is for | | **Timing** | Durable history — always there, retroactive | Real-time alerts as things happen | | **State** | No read/unread — it's a permanent record | Read/unread, mark-all-as-read, archive | | **Use case** | "What's the history of this deal?" | "What just happened that I need to act on?" | If you want a real-time alert when a customer views your quote, use the [Notification Center](/guides/notifications). If you want to look back later and see who viewed it, when, and how many times, use the Activity tabs on the record. ## Best Practices 1. **Read the Activity tab before a customer touch** — five seconds of skimming Notes and Emails prevents you from repeating a teammate's question or missing context the customer already shared 2. **Watch Quote Interactions for buying signals** — a quote viewed multiple times by multiple recipients is a strong signal to follow up; a quote sent and never opened is a signal to nudge 3. **Add notes when you hand off** — when a lead is passing between teammates, drop a short note summarizing where things stand so the next person doesn't start from zero 4. **Use the Daily Activity Summary for stand-ups** — yesterday's roll-up of notes and completed tasks is a clean meeting agenda 5. **Don't rely on notifications for the record** — notifications can be archived and forgotten; if something matters long-term, it belongs in a note on the record 6. **Look across recipients** — when a quote has multiple viewers and one has accepted, the per-recipient view tells you which stakeholder closed the loop Real-time, user-targeted alerts in the bell icon and over email. See the Daily Activity Summary and deeper performance metrics. Create, send, and track quotes that surface in Quote Interactions. Manage the to-dos that show up in the Tasks tab on every record.