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CRM

What people did, on their timeline

A record's timeline now shows what the person or company did, beside what you said to them.

A record's timeline now shows what the person or company did, beside what you said to them.

  • Orders and subscriptions from your store, Stripe or Shopify, with the total and what was bought.
  • Links clicked, meetings booked, segments joined, stage moves, and the events your own systems send with the track API.
  • Easy to tell apart. Events have a small coloured ring instead of an icon, and an Events filter shows them on their own.
  • The same roll-up as emails. A deal or a company shows its people's orders, marked via their name, and never another person's on someone's own record.

Personal details your team marked as private on a tracked event aren't shown in the summary.

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