Contacts & Analytics
Using Contact Activity Timeline
See important contact updates in one place — notes, assignments, and profile changes — so any teammate can reply with full context.
5 min
Beginner
How to do it
Open a contact profile
Go to Contacts and click any contact to open their profile.
Open the timeline
Open the Activity (or Audit) section to see the full timeline for that contact.
Review recent changes
Scan changes like tags, assignments, and notes so you understand the latest context before replying.
Add a note for your team
Add a note when your team needs shared context for follow-up (e.g., “Asked to call after 6pm”).
Use it before every reply
Open the timeline before you respond so any teammate can continue the conversation without repeating questions.
Tip: Use short, factual notes. Write what matters for the next reply (preference, promise, timeline) rather than long story text.