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
Notes
Call Logs
Web Activity
SMS
Displays only SMS conversations associated with the lead.
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
Conclusion
You have successfully learned how to access and navigate the Timeline page in AgentRoof CRM.