Leads — Timelines

The complete activity log for the lead — every stage change, call, note, email, task, meeting, and system event, all in one place, grouped by date.

• Filter by a date range and by activity type — options include Data, Assignee, Journey (stage change), Journey Transfer, Emails, Calls, Notes, Preferences, Payments, Queries, Applications, Tasks, WhatsApp, Meetings, Attachments, Lead Pushed, Meta CAPI, and retargeting pushes.
• Special states are visually flagged: failed/successful pushes, rescheduled or missed follow-ups, and missed meetings.