How activity timeline works?
How activity timeline works?
- Contact
- Will track on create, on update & on delete.
- Display the following information.
- Time of activity.
- Small default contact image.
- Contact name with link will be provided to view detail page.
- Created by user information with link to it’s profile page.
- Deal
- Will track on create, assign, update, delete & contact associate.
- Display the following information.
- Time of activity.
- Small default deal image.
- deal title with link will be provided to view detail page.
- Assigned to user name with link to it’s profile page only for assign deal activity.
- Created by user name with link to it’s profile page.
- Note
- Will track on note creation only.
- Display the following information.
- Time of activity.
- Small default note image.
- deal title with link will be provided to view detail page.
- note detail with attachment and link to download the attachment if present.
- Created by user name with link to it’s profile page.
- Task
- Will track on task create, update, assign, follow up & complete.
- Display the following information.
- Time of activity.
- Small default task image.
- deal title and task title.
- Assigned to user name with link to it’s profile page only for assign task activity & due date of the task
- Created by user name with link to it’s profile page.
