Activity types: 6 defaults before the kickoff call

• Check these three specific defaults before booking the kickoff call.
• Verify that your chosen tool supports the activity type you plan to log, whether it is a meeting or a task.
• Confirm if the attendee display limit affects how you track participation for large groups.
• Ensure the scheduling lead time aligns with your customer’s availability window.
• These checks help you prepare the correct activity record and booking parameters for the initial customer interaction.

Pipedrive lists six default activity types: call, meeting, task, deadline, email, and lunch, as stated on its activities page Pipedrive. HubSpot notes that a maximum of 50 attendees can be displayed on a record, though meetings still log to additional contacts not shown HubSpot. Google Calendar sets a 4-hour minimum lead time to schedule an appointment by default Google.

Before scheduling the kickoff call, verify the specific activity defaults each tool prints. The goal is to confirm which labels appear in your calendar or CRM before the meeting is set. This check prevents confusion when logging the first touchpoint with a new customer.

The scope of this verification is limited to tool-specific defaults. You are not establishing a universal standard for all customer success platforms. Instead, you are identifying what each system offers out of the box. For example, one platform may list six specific types, while another focuses on attendee display limits or lead time requirements. For another naming check, see Pipeline stage labels: 4 names before handoff.

Each tool has its own configuration options and default settings. Your task is to note these differences before the booking page is finalized. This ensures that the activity you log matches the available options in your chosen software. For the project around that kickoff, see Onboarding tools: compare 4 customer project plans.

When you open the activity creation menu, look for the pre-filled list. Some tools allow you to create custom types for company-specific needs, but the defaults are the starting point. Identify these defaults now so you can select the correct one during the call setup. This step is about accuracy in logging, not about changing the tool's configuration.

Focus on the exact wording used by each platform. The name of the activity type matters for reporting and filtering later. If you use a custom type, note that it is not part of the default list. However, for the initial kickoff, using a default type is often simpler and more consistent.

The table below lists the specific defaults each publisher documents for activity types or scheduling rules. Each row cites only the fact assigned to that publisher, so you can verify the exact wording before the kickoff call.

Check each row against your current tool configuration. If your setup differs from the quoted default, note the difference in your kickoff prep document.

According to Pipedrive, you can set up an activity as a call, meeting, task, deadline, email, or lunch type by default. These six options form the baseline structure for logging interactions before you consider building custom categories. For a customer success manager preparing for a kickoff call, this list provides the standard vocabulary for recording the initial touchpoint. You do not need to invent new labels to log the first conversation; the platform already recognizes "meeting" and "call" as distinct, selectable types.

While the default list covers common interactions, the documentation notes that you can also create custom activity types for activities specific to your company’s needs according to Pipedrive. This flexibility allows teams to tailor their logging to unique onboarding steps, but for the immediate task of booking a kickoff, the standard types are sufficient. You should verify which of these six names aligns with your internal process for the first customer interaction. If your team treats the kickoff as a formal scheduled session, "meeting" is the applicable default. If it is a casual check-in, "call" may be the more accurate selection. Choosing the correct default type ensures the activity appears in the right category within the Pipedrive interface.

The status of the activity also affects how it appears to potential bookers. According to Pipedrive, if an activity is set to “Busy,” your customers can’t book that time slot through any Scheduler links. This behavior is critical when managing your calendar for onboarding. If you log the kickoff as a "Busy" activity, the time slot becomes unavailable for self-service booking through any associated Scheduler links. You should decide whether the kickoff slot should remain open for customer self-booking or be locked as a reserved internal block.

When logging a meeting on a record in the "Create or log activities on a record" interface, the system displays a maximum of 50 attendees according to HubSpot. Even if a meeting includes more than 50 people, the activity still logs to additional contacts who are not displayed on the screen according to HubSpot. This display cap applies specifically to the visual list of participants shown during the logging process, not to the underlying data association with contacts according to HubSpot. For customer success managers preparing a kickoff call, this means the visual list may be truncated if the invitee count exceeds this number, but the record association remains intact according to HubSpot.

For call activities, the interface provides specific default outcome options to categorize the result of the interaction according to HubSpot. These default options are Busy, Connected, Left live message, Left voicemail, No answer, and Wrong number according to HubSpot.

In addition to the outcome, the logging interface requires the user to specify the call direction according to HubSpot. The user must select either Outbound or Inbound to indicate whether the call was initiated by the user or received by the user according to HubSpot. This distinction is part of the standard fields available when manually logging a call activity on a record according to HubSpot.

The "Track and manage activities" page describes how activities in Dynamics 365 Sales help you build stronger customer relationships by creating a complete record of every interaction, according to Microsoft. When you log emails, phone calls, meetings, and tasks, your team can see the full context of your customer relationships, avoid duplicating efforts, and follow up more effectively, according to Microsoft. The system automatically timestamps each activity and shows who created it, so your team always knows the latest status, according to Microsoft. This view lets you see the status of every activity in your pipeline and drag them to move from one status to another (for example, Open, Completed, Canceled, Scheduled), according to Microsoft.

The "Create an appointment schedule" page notes that by default, there is a 4-hour minimum lead time to schedule an appointment, according to Google. Because of this, if you check your booking page immediately after setting it up, you might not see any availability for the current day, according to Google.

Check your booking page at least four hours before the planned kickoff time to confirm that availability is visible. Note whether the next four hours are hidden on the page you are using, then record that observation in your kickoff preparation notes.

You have 6 names on a card and you pick 1 for the kickoff. You write that 1 name at the top of a note. A second line says the visible list holds 50 attendees, and further people can still be tied to the same activity. You leave 4 hours between the moment the booking page is saved and the slot. If you open that page on the same day you create it, the current day can show no open time, so you look again after 4 hours. You finish with 3 short lines: the activity name, the attendee count, and whether the current day was visible. The check takes 10 minutes and needs no new account.

Record the specific activity type you will log for the kickoff call. Select one of these six activity types: call, meeting, task, deadline, email, and lunch, and note the tool you are using to schedule the event. For example, the appointment schedule page is set up based on your weekday availability and doesn’t show times when you’re busy, according to Google. You can also note that setting up your appointment schedule is the first step in the process, according to Google.

Write the activity type you will log for the kickoff, using the six names as the checklist, then note that by default there is a 4-hour minimum lead time to schedule an appointment, and if you check the booking page immediately after setting it up, you might not see any availability for the current day, according to Google.

Related reading: Grant access with 4 vendor start rules before day one.

Which six activity types does Pipedrive list by default?

The six default activity types are call, meeting, task, deadline, email, and lunch. You can also create custom activity types for activities specific to your company’s needs. These defaults are listed in the "Activities - Knowledge Base | Pipedrive" documentation according to Pipedrive.

What happens to a busy slot on a Pipedrive scheduler link?

If an activity is set to “Busy,” your customers can’t book that time slot through any Scheduler links. The rule is documented in the "Activities - Knowledge Base | Pipedrive" page according to Pipedrive.

How many attendees does HubSpot say it will display?

A maximum of 50 attendees can be displayed on the record. Meetings will still log to additional contacts even if they are not displayed. This display cap is specified in the "Create or log activities on a record" documentation according to HubSpot.

Which four activity kinds does Microsoft name in one sentence?

The four activity kinds named are emails, phone calls, meetings, and tasks. Logging these allows your team to see the full context of your customer relationships. This list appears in the "Track and manage activities | Microsoft Learn" guide according to Microsoft.

What lead time does Google set by default?

By default, there is a 4-hour minimum lead time to schedule an appointment. This setting applies to appointment scheduling in Google Calendar. The default value is noted in the "Create an appointment schedule - Google Calendar Help" page according to Google.

This post is general operational information, not legal advice about notice periods or renewal clauses. It does not promise that any method keeps a customer. A review model checked the facts once, and that check can miss errors, so open the sources before you act.