Activity Timeline
The Activity Timeline is the chronological history of all interactions with a contact. It allows you to track the entire relationship, from first contact to today.
Where to Find the Timeline
On the Contact Profile
- Open a contact's profile
- Navigate to the "Activity" or "Timeline" tab
- View the complete history
Types of Events Displayed
The timeline automatically records:
Email Interactions
- 📧 Emails sent (individual and campaigns)
- 📬 Emails opened
- 🔗 Link clicks
- ↩️ Replies received
Sessions
- 📅 Sessions scheduled
- ✅ Sessions completed
- ❌ Sessions cancelled
- 📝 Session notes added
Pipeline
- ➡️ Stage changes
- 🏆 Marked as Won
- 💔 Marked as Lost
Modifications
- ✏️ Information modified
- 🏷️ Tags added/removed
- 📎 Documents attached
Reading the Timeline
Chronological Order
Events are displayed from most recent to oldest. You can:
- Scroll to see history
- Filter by event type
- Search for a specific event
Adding a Manual Note
You can enrich the timeline with your own notes:
- In the contact profile, click "+ Add note"
- Write your note
- Select the note type (optional)
- Save
Filtering the Timeline
By Event Type
Display only certain types (emails, sessions, notes, pipeline changes).
By Period
Limit display to this week, month, or custom period.
Best Practices
Document Regularly
- Add a note after each significant interaction
- Note the context, not just facts
Consult Before Acting
- Always review the timeline before contacting someone
- Show that you're following the relationship