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Contact History

& Timeline

The

History tab

Timeline in the contact summary stores a log of events or activities for that contact, including

phone calls

emails to and

comments from the mobile app. To view the history for a contact, click on History from the contact summary page. Here you can see history events, as well as any notes you post to the contact history.Image Removed

from, notes, reminders, and contact actions (e.g. opening an email). Simply click on a contact to see their timeline.

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When viewing a contact's timeline, you can filter what you can see. If you want to see emails sent to or from, notes only, or reminders only, you can select it from the drop-down menu.

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(info) Note: The default timeline view is Reminder & Notes.

You can also see a contact's history from the Contacts Dashboard. Simply click on the Last Activity for a contact icon (Image Added), then click View More Activity.

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Here you’ll see a small window containing history, including sent (Image Removed)and received (Image Removed) emails!

IconHistory Event TypeEvent Definition
Image RemovedActivityWebsite activity, such as a contact saved a listing, setup listing alert, or subscribed to Market Insider
Image RemovedContact AddedA contact was manually entered or registered on your website
Image RemovedImportedThere was a comment in the import field when the contact was imported
Image RemovedMarketingYou added the contact to a drip campaign
Image RemovedSeller's Market ReportYou sent a Seller's Market Report to the contact
Image RemovedNoteA contact note was posted to History
Image RemovedPhone Call from Mobile AppPhone call from the mobile app (if you added comments to the contact after the call, they will also appear here)
Image RemovedContact UpdatedContact unsubscribed, or updated their phone number or contact info

Additional Resources

Contact

and you'll be able to view the timeline for that contact.

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Additional Resources

 

 

 

SEO Meta Description
The History tab in the contact summary stores a log of event or activities for that contactView a contact's timeline to see their history, including emails, notes, and reminders.

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