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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