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Timeline allows you to:

  • See all activity with a contact or company in a timeline.
  • Log all activity with a contact: incoming or outgoing calls, tasks or notes.
  • Favourite contacts that you are actively working with.
  • Selectively share important emails to the timeline for the contact for you or your team to see.
  • See all of this data straight in your inbox when an email is selected or entered via a Microsoft Outlook Add-in.

Use  Platform Explorer

Overlay MailChimp data into the timeline to see what campaigns a contact has been sent, what emails they have viewed and what links they have clicked on.

Use  

Extend the timeline even further by pulling in hundreds of third party app data into the contacts timeline using Zapier.

Overview

  1. You can set up one or more groups which can contain one or more members. Sharing any items to the timeline will only add them to the selected group.
  2. See all activity with a contact or company in a timeline. Selectively share important emails to the timeline for the contact for you or your team to see. See all of this data straight in your inbox when an email is selected or entered via a Microsoft Outlook Add-in.
  3. Channels allow you to overlay data into the timeline.
    • Use MailChimp? Overlay MailChimp data into the timeline to see what campaigns a contact has been sent, what emails they have viewed and what links they have clicked on.
    • Use Zapier? Extend the timeline even further by pulling in hundreds of third party app data into the contacts timeline using Zapier.
  4. Manage your favourite contacts that you are actively working with.
  5. Manage your current tasks.
  6. View the full name and email address of the contact and easily add them as a favourite.
  7. Switch to company view to see all activity with all contacts in that company.
  8. Log all activity with a contact: incoming or outgoing calls, tasks or notes.
  9. Quickly compose a new email or reply to an existing email using templates.
    • Use MailChimp? Easily add contacts to a MailChimp list.
  10. See all activity with a contact or company in a timeline.
  11. Search and filter the timeline to see the data that is most relevant to you.
  12. Manage timeline entries and easily switch emails that you have added to be shared either privately or groupwide on the timeline.
  13. Settings
  1. View all the channels that you have added. To add a channel head to settings > group settings > channels.
  2. View the channel data, send an email to the contact, view the timeline for the contact or mark the item as read or unread.
    • Use MailChimp? Simply select a campaign and view all data around that campaign including bounces, forwards, opens and clicks. Click on a contact name to go straight to that contacts timeline.
  1. Sort your favourites by latest activity, favourite name or by task date.
  2. Search your favourites.
  3. Manage your favourites: edit their display name or unfavourite them.
  1. View your tasks or all tasks in the group and just show the current tasks or any tasks between a specific date range.
  2. View the details of the task including when it is due and what needs to be done.
  1. Displays the details of the logged in user and allows you to logout.
  2. Aliases
    • Setting up an alias allows you to view Timeline in more than one email inbox.
  3. API Key
    • Manage API Keys for the selected group.
    • API Keys will allow you to overlay data into your timeline via channels.
  4. Channels
    • Manage Channels for the selected group.
    • Channels allow you to overlay data into the timeline.
  5. Templates
    • Manage your templates that are used in quick actions.
  6. Manage your groups: create one or more groups with one or more members. Invite a new member, resend a group invite or mark a member as an admin, billing admin or owner of the group.

Getting Started

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