Timeline of a Contact Record

Keeping up with hundreds or thousands of contacts can be hard to do without a system that can track every communication you have with your contacts. Brivity's Timeline will log and track every action and interaction with your clients.

To find the Timeline for a contact, open a contact record and click on the tab "Timeline" on the left. 

 

In Timeline you'll find a history of all that's happened with your contact including:

  • Initial lead details and contact information
  • All text messages
  • All incoming and outgoing emails (especially if you've connected a Google email)
  • All calls logged
  • All completed tasks
  • Market Reports sent
  • History of applied Auto Plans 
  • Lead transfer information
  • History of tags applied

Timeline