What this does
The activity timeline shows a chronological list of every interaction logged against a contact or deal — calls, emails, meetings, notes, and system events.
When to use it
Check the timeline before reaching out to a contact so you know what's been discussed previously.
What you'll see
Each entry shows:
- Activity type — call, email, meeting, note, or system event
- Date and time — when it happened
- Who logged it — team member name
- Subject and notes — summary of the interaction
Step by step
- Open a contact or deal record
- Scroll down to the Activity section
- Activities are listed newest first
- Click any activity to expand its full details
- Use the filter buttons to show only specific types (calls, emails, etc.)
Tips
- System events (stage changes, deal created) are logged automatically
- The timeline is shared — all team members see the same history
- Use the timeline to prepare for calls and avoid repeating conversations