Read a Contact Activity Timeline

Read a Contact Activity Timeline

The timeline brings together relevant site activity, messages, notes, tasks, appointments, and workflow events so you can follow the relationship in order.

Where to find it: Admin → Pipeline → Contacts → open a contact

What to do

1. Start with the newest entries and look for the most recent meaningful action.
2. Use event details to understand the page, campaign, form, or team action involved.
3. Add a note when an offline conversation or decision would otherwise be missing.
4. Create the next task directly from the contact when follow-up is needed.

Good to know

• Automated events and human notes serve different purposes; preserve both.
• A visitor may have activity before their identity becomes known.