Activity timeline uses
- Review communication history.
- See when records were created or updated.
- Understand how tasks, meetings, conversations, and opportunities relate.
- Audit recent changes before replying to a customer.
Where activity appears
Activity appears in detail pages and panels for customer-facing records such as contacts and opportunities. Conversation threads also show message-level activity, calls, system events, and AI decisions.Reading activity
When reviewing activity, look for:- Most recent customer touch.
- Open tasks.
- Completed or missed appointments.
- Hand-off events.
- AI suggestions or decisions.
- Changes to owner, status, stage, or key properties.
Screenshot placeholder: add a contact activity timeline with messages, appointments, and tasks.