How to Use Timeline View
How to Use Timeline View
Section titled “How to Use Timeline View”The Timeline view shows every interaction, change, and note related to a record in chronological order. It is the go-to view when you need the full story of a contact, deal, or company before a call or meeting.
Accessing the Timeline
Section titled “Accessing the Timeline”- Open any record (contact, company, opportunity, or any entity)
- Scroll to the Timeline section on the record page
The timeline is built into every record by default — no setup needed.
What the Timeline Shows
Section titled “What the Timeline Shows”The timeline combines several types of events:
- Activities — Phone calls, meetings, and tasks with their details
- Emails — Sent and received emails, including open tracking data
- Notes — Freeform notes added by team members
- Stage changes — When a deal moved from one stage to another
- Field updates — Changes to key fields (e.g., status changed, value updated)
- Created/Modified — When the record was created and by whom
Each entry shows the date, time, and the team member who performed the action.
Filtering the Timeline
Section titled “Filtering the Timeline”When a record has a long history, use filters to find what you need:
- Click the Filter dropdown above the timeline
- Select the types you want to see:
- All (default)
- Activities only
- Emails only
- Notes only
- Changes only
- The timeline updates instantly
Reading the Timeline Before a Meeting
Section titled “Reading the Timeline Before a Meeting”Before a customer call, scan the timeline to prepare:
- Open the contact record
- Look at the last three to five entries to see:
- What was discussed last time?
- Were there any open issues or promises?
- Has the deal stage changed recently?
- Did the customer open your last email?
This takes 30 seconds and makes you sound prepared instead of asking the customer to repeat themselves.
Timeline on Related Records
Section titled “Timeline on Related Records”When you view a company’s timeline, you see activities across all contacts at that company. This gives you the big picture — not just your interactions, but your entire team’s relationship with that company.