Activity Timeline

The Activity Timeline provides a chronological view of all interactions and activities related to leads, contacts, deals, and accounts.

Overview

Activity Timeline enables you to:

• View complete interaction history
• Track all touchpoints
• Monitor team activities
• Review communication history
• Identify engagement patterns
• Document customer journey

Accessing Activity Timeline

Activity timelines appear on:

• Lead detail pages
• Contact detail pages
• Deal/Opportunity pages
• Account/Company pages
• CRM Dashboard

Timeline View

Standard Timeline

Activity Timeline: Acme Corporation

Filter: [All Activities ▼] [All Users ▼] [All Time ▼]

Today
├─ 2:30 PM │ 📧 Email Sent
│          │ Subject: Follow-up on proposal
│          │ To: [email protected]
│          │ By: Sarah Johnson
│          │ [View Email] [Reply]
│
├─ 11:00 AM│ 📞 Call Completed
│          │ Duration: 25 minutes
│          │ Outcome: Interested - needs approval
│          │ By: Sarah Johnson
│          │ [View Notes] [Schedule Follow-up]
│
├─ 9:15 AM │ 📝 Note Added
│          │ "Customer requested pricing for 100 units.
│          │  Decision expected by end of month."
│          │ By: Sarah Johnson

Yesterday
├─ 4:45 PM │ 📄 Document Shared
│          │ proposal_v2.pdf
│          │ Sent to: [email protected]
│          │ By: Sarah Johnson
│          │ [View Document]
│
├─ 2:00 PM │ 📅 Meeting Completed
│          │ Product Demo - 1 hour
│          │ Attendees: John Doe, Jane Smith
│          │ By: Sarah Johnson
│          │ [View Meeting Notes]
│
└─ 10:30 AM│ 💼 Deal Stage Changed
           │ Qualified → Proposal
           │ Deal Value: $45,000
           │ By: System

[Load More]

Activity Types

Supported Activities

Icon	Type	Description
📧	Email	Sent/received emails
📞	Call	Phone calls logged
📅	Meeting	Scheduled meetings
📝	Note	Manual notes added
💼	Deal	Deal stage changes
✓	Task	Completed tasks
📄	Document	Files shared
💬	SMS	Text messages
🌐	Web	Website activity
⚡	System	Automated events

Activity Details

Activity Detail: Call Completed

Call Information:
├─ Date: January 22, 2026
├─ Time: 11:00 AM - 11:25 AM
├─ Duration: 25 minutes
├─ Direction: Outbound
├─ Phone: (555) 123-4567
└─ Logged By: Sarah Johnson

Call Outcome: Interested

Call Notes:
"Spoke with John Doe about the enterprise proposal.
He's very interested but needs approval from CFO.
Budget meeting is next Tuesday.
Will follow up Wednesday for decision."

Related:
├─ Lead: Acme Corporation
├─ Contact: John Doe
├─ Deal: Enterprise License - $45,000
└─ Opportunity Stage: Proposal

Next Steps:
├─ Task: Follow up call - Jan 29, 2026
└─ Task: Send CFO presentation

[Edit] [Delete] [Create Follow-up Task]

Filtering Activities

Filter Options

Activity Filters

Activity Type:
├─ [x] Emails
├─ [x] Calls
├─ [x] Meetings
├─ [x] Notes
├─ [ ] Tasks
├─ [ ] Documents
├─ [x] Deal Updates
└─ [ ] System Events

Team Member:
├─ ○ All Team Members
├─ ○ My Activities Only
└─ ○ Specific Users:
   [x] Sarah Johnson
   [ ] John Smith
   [ ] Mike Wilson

Date Range:
├─ ○ All Time
├─ ○ Today
├─ ○ Last 7 Days
├─ ● Last 30 Days
├─ ○ Last 90 Days
└─ ○ Custom Range

[Apply Filters] [Clear Filters]

Saved Filters

Saved Filters

My Saved Filters:
├─ Recent Calls (last 7 days)
├─ Email Communications
├─ My Activities Only
└─ Deal Stage Changes

[+ Save Current Filter]

Logging Activities

Quick Log Activity

Log Activity                                          [×]

Activity Type: [Select Type ▼]
├─ Log Call
├─ Log Meeting
├─ Add Note
├─ Log Task
└─ Log Email (manual)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Log Call

Date: [01/22/2026]    Time: [11:00 AM]
Duration: [25] minutes

Direction:
○ Outbound
● Inbound

Outcome: [Interested ▼]
├─ Interested
├─ Not Interested
├─ No Answer
├─ Left Voicemail
├─ Callback Requested
└─ Wrong Number

Notes:
[                                                    ]
[                                                    ]

Related Records:
├─ Contact: [John Doe ▼]
├─ Deal: [Enterprise License ▼]
└─ Account: Acme Corporation (auto)

Next Steps:
[ ] Create follow-up task
    Due: [___________]
    Description: [___________]

[Cancel] [Save Activity]

Meeting Notes

Log Meeting

Meeting Details:
├─ Subject: [Product Demo]
├─ Date: [01/21/2026]
├─ Start Time: [2:00 PM]
├─ Duration: [60] minutes
└─ Location: [Zoom Meeting]

Attendees:
├─ Internal: Sarah Johnson, Mike Wilson
└─ External: John Doe (Acme), Jane Smith (Acme)

Meeting Outcome: [Positive ▼]

Meeting Notes:
[                                                    ]
[                                                    ]

Action Items:
├─ [ ] Send follow-up proposal - Sarah - Jan 22
├─ [ ] Schedule technical call - Mike - Jan 24
└─ [+ Add Action Item]

Attachments:
[+ Add Files]
├─ demo_recording.mp4
└─ meeting_notes.pdf

[Cancel] [Save Meeting]

Email in Timeline

Email Activity

Email Activity

📧 Email Sent                              Jan 22, 2:30 PM
   Subject: Follow-up on proposal
   From: [email protected]
   To: [email protected]

   Preview:
   "Hi John, Thank you for taking the time to review
    our proposal. I wanted to follow up and see if..."

   Tracking:
   ├─ ✓ Delivered
   ├─ ✓ Opened (3 times)
   └─ ✓ Link clicked (1 time)

   [View Full Email] [Reply] [Forward]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

📧 Email Received                          Jan 22, 10:15 AM
   Subject: RE: Product Demo Schedule
   From: [email protected]
   To: [email protected]

   Preview:
   "Hi Sarah, Yes, Tuesday at 2 PM works great.
    I'll send a calendar invite shortly..."

   [View Full Email] [Reply] [Create Task]

Timeline Analytics

Activity Summary

Activity Summary: Acme Corporation

Period: Last 30 Days

Activity Breakdown:
┌────────────────────────────────────────────────────────────────┐
│ Activity Type    │ Count │ This Period │ vs Previous          │
├────────────────────────────────────────────────────────────────┤
│ Emails           │ 23    │ ████████    │ +8 (+53%)            │
│ Calls            │ 12    │ ████        │ +3 (+33%)            │
│ Meetings         │ 4     │ █           │ +2 (+100%)           │
│ Notes            │ 8     │ ██          │ +1 (+14%)            │
│ Tasks            │ 15    │ █████       │ +5 (+50%)            │
└────────────────────────────────────────────────────────────────┘

Total Activities: 62
Activity Score: High

Timeline:
Week 1: ████████████ (18 activities)
Week 2: ██████████████ (22 activities)
Week 3: ████████ (12 activities)
Week 4: ██████████ (10 activities)

Engagement Trends

Engagement Trends

Response Time:
├─ Average: 2.5 hours
├─ Fastest: 15 minutes
└─ Trend: Improving ↑

Communication Frequency:
├─ Contacts per Week: 8
├─ Last Contact: Today
└─ Trend: Increasing ↑

Engagement Score: 85/100
├─ Email Opens: 95%
├─ Meeting Attendance: 100%
├─ Response Rate: 78%
└─ Deal Progress: Active

Team Activity

Team Timeline

Team Activity Feed

All Team Activities - Today

├─ 3:15 PM │ Mike Wilson
│          │ 📞 Call with TechStart Inc - Qualified
│
├─ 2:30 PM │ Sarah Johnson
│          │ 📧 Email sent to Acme Corp
│
├─ 1:45 PM │ John Smith
│          │ 📅 Meeting completed with Global Inc
│
├─ 12:00 PM│ Lisa Chen
│          │ 💼 Deal moved to Negotiation - ABC Ltd
│
├─ 11:30 AM│ Sarah Johnson
│          │ 📞 Call completed with Acme Corp
│
└─ 10:00 AM│ Mike Wilson
           │ 📝 Note added to TechStart Inc

Team Stats Today:
├─ Calls: 12
├─ Emails: 45
├─ Meetings: 4
└─ Deals Updated: 8

Exporting Timeline

Export Options

Export Activity Timeline

Record: Acme Corporation
Period: [Last 30 Days ▼]

Export Format:
○ PDF Report
○ Excel Spreadsheet
○ CSV File

Include:
[x] Activity details
[x] Full notes
[x] Email content
[x] Attachments list
[ ] Attachment files

Group By:
○ Date
○ Activity Type
○ Team Member

[Preview] [Export]

Timeline Permissions

Visibility Settings

Role	View Own	View Team	View All	Edit
Sales Rep	Yes	No	No	Own
Team Lead	Yes	Yes	No	Team
Manager	Yes	Yes	Yes	All
Admin	Yes	Yes	Yes	All

Best Practices

Activity Logging

• Log activities immediately
• Include detailed notes
• Link to relevant records
• Create follow-up tasks

Timeline Review

• Check timeline before calls
• Review recent interactions
• Note key discussion points
• Identify patterns

Team Collaboration

• Share important updates
• Tag team members
• Document handoffs
• Maintain continuity

Troubleshooting

Common Issues

Activities not appearing

• Check filter settings
• Verify activity was saved
• Refresh the page
• Check permissions

Email not showing in timeline

• Verify email sync enabled
• Check sync status
• Confirm email linked
• Re-sync mailbox

Missing team activities

• Check visibility permissions
• Verify team filters
• Contact administrator
• Review sharing settings

Timeline loading slowly

• Reduce date range
• Filter activity types
• Clear browser cache
• Contact support

Related Documentation

Learn about Email Accounts to configure email synchronization.