Timeline filters help you focus on the signal you need: notes, tasks, calendar, web visits, email, plugins, engagement, or CRM changes.

What this feature is for

• Timeline filters help you focus on the signal you need: notes, tasks, calendar, web visits, email, plugins, engagement, or CRM changes.

When to use it

• The customer has a long history.
• You need to answer a specific question quickly.

Do it manually

1. Open a customer record.
2. Find the timeline.
3. Choose All for full context or select Notes, Tasks, Calendar, Web, Email, Plugins, Engagement, or CRM.
4. Open a timeline item for details when available.
5. Add a note or task if the activity needs follow-up.

Ask Faster AI

Look at this customer timeline and summarize only the activity related to [email/web visits/bookings/payments/engagement]. Then suggest my next follow-up.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of filter the customer timeline.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Use customer activity for follow-up
• Create customer tasks and reminders