Timeline

What Is the Timeline Page? 
 The Timeline page provides a centralized view of all activities, communications, and interactions associated with a specific lead. 
 It allows you to review lead engagement history and quickly perform common actions without leaving the lead record. 
 The Timeline page helps you monitor ongoing conversations, track lead activity, and manage follow-up tasks from a single location. 
 
 Access the Timeline Page 
 
 
 Navigate to CRM . 
 
 
 Locate the desired lead. 
 
 
 Click the lead's name. 
 
 
 The lead record will open in the Timeline page by default. 
 
 Timeline Activity Filters 
 The left side of the Timeline page contains activity filters that allow you to quickly organize and review lead interactions. 
 All 
 Displays all activities associated with the lead, including: 
 
 
 SMS 
 
 
 Email 
 
 
 Notes 
 
 
 Call Logs 
 
 
 Web Activity 
 
 
 SMS 
 Displays only SMS conversations associated with the lead. 
 Email 
 Displays only email communications associated with the lead. 
 Notes 
 Displays notes that have been created for the lead. 
 Call Log 
 Displays call activities associated with the lead. 
 Web Activity 
 Displays website activities performed by the lead. 
 
 Quick Actions 
 The Timeline page also provides quick actions that allow you to perform common lead management tasks. 
 To access these options: 
 
 
 Click the + icon in the bottom-right corner. 
 
 
 The following actions are available. 
 Add Task 
 Create a new task associated with the lead. 
 Add Action Plan 
 Assign an Action Plan to the lead. 
 Add Note 
 Create a new note for the lead. 
 Add Tag 
 Assign one or more tags to the lead. 
 Send Email 
 Send an email directly to the lead. 
 Send SMS from Smart Number 
 Send an SMS message using your configured Smart Number. 
 
 Benefits of Using the Timeline Page 
 The Timeline page helps you: 
 
 
 View all lead activities in one place 
 
 
 Monitor communication history 
 
 
 Track website interactions 
 
 
 Organize lead notes 
 
 
 Access lead management tools quickly 
 
 
 Perform follow-up actions without leaving the lead record