Understanding Contact Activity Timeline
The activity timeline shows every interaction with a contact in chronological order. Use it to stay informed and provide personalized service.
Accessing the Timeline
- Open a contact profile
- Click the Activity tab
- Scroll through the timeline
- Filter by activity type if needed
Activity Types Tracked
Communications:
- Emails sent and received
- Chat messages
- Phone calls (if logged)
- Meeting notes
System Events:
- Contact created
- Profile updated
- Added to group
- Tags changed
Kanban Activity:
- Card created from contact
- Card moved
- Deal status changed
- Tasks completed
Website Activity:
- Property views (if tracked)
- Form submissions
- Document downloads
Timeline Features
Filtering:
- By activity type
- By date range
- By user (who performed action)
Searching:
- Search within timeline
- Find specific interactions
- Locate important notes
Expanding Details:
- Click activity to expand
- See full content
- View related items
Adding Manual Activities
Log activities not auto-tracked:
- Click + Add Activity
- Select type (call, meeting, note)
- Enter details
- Set date/time
- Save
Types to Log:
- Phone calls
- In-person meetings
- Important notes
- External communications
Using Timeline for Follow-up
Check before reaching out:
- When was last contact?
- What did you discuss?
- Any pending items?
Prepare for meetings:
- Review recent activity
- Note topics discussed
- Check outstanding tasks
Timeline Best Practices
- Log all interactions: Complete picture
- Add context: Include notes with calls
- Review before contact: Stay informed
- Use filters: Find specific info quickly
- Keep it current: Update promptly
