Activity, emails, and meetings

Last updated: October 18, 2026

Product screenshot showing pipeline views, filters, deal health, and CRM context.

Use detail views when you need evidence behind a health signal, AI overview, draft, or CRM update. The exact sections can differ between deal detail and company detail.

Who can use this

  • Sales reps, account owners, managers, RevOps, and admins working from pipeline and account context.

Before you start

  • Connect CRM and complete field mapping before relying on CRM writeback.
  • Check pipeline, view, filter, ownership, and record matching before assuming a record is missing.
  • Confirm Deals access is enabled for your workspace; contact your admin or Ergo support if you do not see it.

Steps

  • On deal detail, review activity, deal info, emails, meetings, and any custom field tabs available in your workspace.
  • On company detail, review company activity, company info, emails, meetings, and related deals when available.
  • Use the activity timeline search to find meeting and note items by title or content. Email activity search currently matches the subject only.
  • Click a meeting activity to open its popup and add your own notes. These notes sync to the meetings page. You can add a title to a note and edit an existing note later to add a title.
  • Adding your own notes to a meeting activity is the supported workflow for adding context to a meeting, including one with an autogenerated summary; it is distinct from editing the autogenerated summary itself.
  • For a call recorded outside Ergo, open the deal and select Log Activity, then add a meeting so it is available to Ergo agents for deal context.
  • Use the right rail on deal detail for linked company and contact context.
  • Verify source recency before sending a draft or updating a CRM field.

What to expect

  • Activity can include emails, meetings, and connected sources such as Slack when they are associated with the record.
  • Emails and meetings appear when they are available to Ergo and matched to the record.
  • Activity search supports meeting and note titles and content. Email activity search is limited to email subjects for now.
  • Notes added from a meeting activity popup sync into the meetings page. Notes can have titles, and past notes can be edited to add titles.

Common issues

  • Activity is attached to the company instead of the deal.
  • A meeting or email exists but is not associated with the CRM record.
  • The source system is connected, but the item is not matched to the CRM record.

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