Contacts: Viewing the Timeline of a Contact

Timeline keeps a record of interactions with the contact.
This documented history begins with the contacts creation or importation and includes the interactions that follow from receiving an email campaign to registering for an event.
  1. Click in the ribbon

  2. Click **CRM*

  3. Click Contacts

  4. Click a contact

  5. Confirm you are on the Timeline page

  6. Click an interaction to expand more details

    • Click again to minimize

  7. Click Note to leave a note in the contact’s timeline history