What is the Unified Timeline?#
The Unified Contact Timeline is a single chronological feed that aggregates every interaction and touchpoint with a contact across your entire CRM. Instead of checking multiple tabs or tools, you can see the complete history in one view.
Event Types#
The timeline pulls data from seven different sources and displays the following event types:
- Activities — Calls made, notes added, emails logged, meetings held, tasks and completed tasks, status changes and file uploads
- Deals — Deal creation, stage changes, deals won and deals lost
- Meetings — Scheduled and completed meetings with their times
- Sequences — Automation sequences started and completed for the contact
- Invoices — Invoices sent and invoices paid
- Form Submissions — Forms submitted by the contact on your website or landing pages, matched by email address
- Emails — Messages from your synced mailbox, shown as received emails with their subject and a short snippet; emails you log by hand appear as sent emails
Logging Activity#
At the top of the timeline you can log an interaction yourself: pick Note, Call, Meeting or Email, write what happened and click Log. The entry appears in the feed immediately.
Filtering the Timeline#
Click Filter above the feed to reveal a chip for each event type (Call, Email Sent, Email Received, Email Opened, Meeting, Note, Task, Task Done, Deal Created, Stage Changed, Deal Won, Deal Lost, Form Submitted, Invoice Sent, Invoice Paid, Sequence Started, Sequence Done, Status Changed, File Uploaded and Message). Click a chip to show only that event type, combine several, and use Clear all to reset. This lets you focus on exactly the interactions you care about — for example, showing only emails and calls before a sales follow-up.
How It Works#
The timeline automatically combines the sources above and merges the results into a single sorted feed. Events are displayed newest-first; click Load more at the bottom to see older events.
Using the Timeline in Sales#
The Unified Timeline is invaluable for sales conversations. Before a call or meeting, review the timeline to:
- See the last email or message exchanged
- Check which deals are in progress and their current stage
- Review any forms the contact has submitted
- Understand the full context of the relationship at a glance
The timeline is accessible from any record in CRM → People under the Activity tab, and from the Activity tab of Contacts, Companies, Deals and Customers records.