Activity Timeline
Overview #
The Activity Timeline records every interaction and update associated with a contact or lead. This timeline provides a chronological view of activities including notes, reminders, status changes, and communication records.
It helps teams understand the complete history of a customer relationship.
{screenshot of activity timeline}
Types of Activities #
Common activities displayed in the timeline include:
📝 Notes added to a contact
📞 Phone calls logged
📅 Reminder creation
✏️ Contact updates
📥 Lead status changes
Each activity includes the date, time, and user responsible.
Using the Timeline #
To view activity history:
- Open a Contact Profile
- Scroll to the Activity Timeline
- Review recorded interactions
Benefits #
Using the timeline helps teams:
- Track communication history
- Understand customer behavior
- Maintain organized records
- Improve collaboration between team members
Related Articles #
- Contact Details
- Reminders
- Lead Management
