Activity Timeline¶
The activity timeline shows a chronological history of every interaction with a contact, company, deal, or ticket.
What Appears on the Timeline¶
The timeline merges all activity types into one unified view:
| Activity type | Description |
|---|---|
| Calls | Logged phone calls with duration and outcome |
| Meetings | Logged meetings with duration |
| Emails | Synced and sent emails from Gmail/Outlook |
| Notes | Notes added to the record |
| Tasks | Completed tasks |
| Stage changes | Deal or ticket stage transitions |
| Form submissions | Completed form entries |
| List changes | Added to or removed from lists |
| Workflow events | Actions triggered by workflows |
Each entry shows an icon (by type), title, description snippet, author, and relative timestamp.
Logging an Activity¶
Log a call, meeting, or other activity from chat or from the record's detail view.
Activity Form Fields¶
- Type -- Call, Meeting, Email (manual log), or Other
- Subject -- Brief description
- Notes -- Detailed notes about the interaction
- Date/time -- When the activity occurred
- Duration -- For calls and meetings
- Outcome -- For calls: Connected, Left voicemail, No answer, etc.
- Associations -- Link to one or more contacts, companies, deals, or tickets
Filter the Timeline¶
Use the filter bar above the timeline to show specific activity types:
All | Calls | Emails | Meetings | Notes | Tasks | Changes
Timeline and Contact Activity¶
Logging activities automatically updates the contact's last_activity and last_contacted timestamps. This keeps your CRM data current for filtering and reporting.
Pro Tip
Log activities immediately after calls and meetings while the details are fresh. Outsprint makes it fast with natural language logging.