Customer activity helps you send timely, relevant follow-up instead of generic messages.

What this feature is for

• Customer activity helps you send timely, relevant follow-up instead of generic messages.

When to use it

• A customer viewed a page, submitted a form, opened an email, booked, bought, or asked a question.
• You want the next message to reflect real behavior.

Do it manually

1. Open the customer record.
2. Review recent timeline items and plugin data.
3. Check open tasks and recent inbox threads.
4. Write the follow-up note or task.
5. If the follow-up should repeat, add the customer to an audience or journey.

Ask Faster AI

Based on this customer activity, draft a helpful follow-up message and create a task for the right next step. Do not send anything until I approve it.

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 use customer activity for follow-up.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Build a customer journey
• Create an Audience