Viewing Contact Activity Timeline

Viewing Contact Activity Timeline

Every contact in your CRM has an activity timeline — a chronological record of every interaction between that person and your brand.

What is tracked

The timeline records:

• Page views — Which pages the contact visited and when
• Project views — Specific projects they looked at
• Floorplan views — Specific floorplans they examined
• Form submissions — Contact forms, registration forms
• Email activity — Emails sent, opened, clicked
• Appointments — Bookings created, completed, cancelled
• Notes — Manual notes added by team members
• Stage changes — When the contact moved through pipeline stages
• Tasks — Tasks created and completed related to this contact

Reading the timeline

Events are displayed in reverse chronological order (newest first). Each entry shows:

• A timestamp
• The event type icon
• A description of what happened
• The team member involved (if applicable)

Using the timeline for outreach

Before calling a client, review their timeline. Knowing that they viewed a specific floorplan yesterday gives you a natural conversation opener. Seeing that they opened your last email but did not click tells you the subject was interesting but the content needs adjustment.

Exporting activity

You can export a contact full activity history as a CSV from their detail page. This is useful for compliance records or when transferring a client to another agent.