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.

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