Track Activity with the Record Timeline

Open the Timeline#

Every record has two tabs at the top: Overview and Timeline. Open any deal or contact and click Timeline to see its full history, newest first, grouped by date.

What the timeline records#

The timeline is a single, automatic feed of everything that happens on the record — you don’t add to it manually. Each entry shows the time, an icon for the activity, what happened, and who did it:

Notes added, and Tasks, Calls, and Meetings created or completed.
Field changes and stage/status changes (shown as old → new).
Record created, with a "Created from" badge (Web Form, WhatsApp, Import, API, Meta/Google Lead Ad, Workflow, or manual entry).
Assignments, emails sent, and WhatsApp messages.

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A record’s Related sidebar complements the timeline — it groups linked Tasks, Meetings, and Call Logs so you can add or open them directly.

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