The activity timeline

What is on the timeline

The Activity tab of a client (and Recent activity on the Overview) lists everything that happened to them, newest first:

• Logged activities: the type (Phone Call, Meeting, Message…), the response and sub-response, the remarks, Follow-up: <date> that the entry booked, who logged it, and a device stamp. Managers also see View activity location.
• Site and desk visits: Site Visit Done or Re-visit Done with the on-site chip and photo; Walked in at the front desk · registered by <name>.
• System entries: Client added to <company> at the bottom, First response logged in <time>, Transferred to <name> with/without follow-up history, Undo Dump, Revived by <name>, Dumped lead revived by a new enquiry, and Joined when two records were merged after a clash.
• Shares: a brochure or price list sent from the app appears as a WhatsApp entry, Shared <document>.

Rules worth knowing

• Entries cannot be edited or deleted. Correct a mistake by logging again; the Notes tab is the place for text you may want to edit.
• After a transfer without history, the new handler sees only entries from after the hand-over; the stage and the client’s details stay visible.
• Bookings are not timeline entries; they live on the Bookings tab. Notes live on Notes. WhatsApp automations write to Notes as remarks.
• There are no filters on the timeline; the count on the tab tells you how long it is.