Activity Timeline on Profiles

When visiting a profile, you'll notice a log of activities at the bottom of the page. This is your Activity Timeline which you can use to track a running log of field value changes and team communications over time.

How the Activity Timeline works

1. Synced email/calendar data and changing field values will be recorded on the entity's activity timeline.
2. For example, changing the Status field (ranked dropdown) of a particular organization will be tracked on that organization's profile page.
   
   
   
3. Scroll down on the contact's profile page to view the Activity Timeline.
   
   Note: If you do not have access to certain lists, field updates for those lists will not surface for you.

Important Callouts

Please note that only 6 out of 8 field types will have their field value changes recorded. The 6 field types are:

1. Number (single & multiple values)
2. Date (single values only)
3. Location (single & multiple values)
4. Ranked dropdown (single values only)
5. Person (single & multiple values)
6. Organization (single & multiple values)
   
   

These are the 2 field types that will not have their field value changes recorded. 

1. Text (single values only)
2. Dropdown (single & multiple values)
   

Filtering the Activity Timeline

You can filter the Activity Timeline by the following attributes:

1. All Employees/Current Employees
   • For organization profile pages, you can filter activities either by All Employees and Current Employees. Note that Current Employees is determined by the Current Organization field.
2. Activities
   • Meetings, Phone Calls, Sent/Received Emails, Sent/Received Messages, Notes, List Activity, Reminders, and Files
3. Team Members
4. Time Period