Upcoming live webinars:

  • Market Leader 101 - Getting Set Up for Success Monday, April 19 9:00 AM-10:00 AM
  • Market Leader 101 - Customize Your Website Monday, April 19 10:00 AM-11:00 AM
  • Market Leader 101 - Working with Website Leads Tuesday, April 20 9:00 AM-10:00 AM
  • Market Leader 101 - Working with Seller Leads Tuesday, April 20 10:00 AM-11:00 AM
  • Market Leader 101 - Getting Set Up for Success Wednesday, April 21 9:00 AM-10:00 AM
  • Market Leader 101 - Customize Your Website Wednesday, April 21 10:00 AM-11:00 AM
  • Market Leader 101 - Working with Website Leads Thursday, April 22 9:00 AM-10:00 AM
  • Market Leader 101 - Working with Seller Leads Thursday, April 22 10:00 AM-11:00 AM

View full webinar calendar

 

 

 

 

 

 

& Timeline

The Timeline in the contact summary stores a log of events or activities for that contact, including emails to and from, notes, reminders, and contact actions (e.g. opening an email). Simply click on a contact to see their timeline.

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.

(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 icon (), then click View More Activity, and you'll be able to view the timeline for that contact.

Additional Resources