Help CenterContacts & CRMUnderstanding the Activity Timeline

    Understanding the Activity Timeline

    Understanding the Activity Timeline

    The Activity Timeline is the source of truth for a contact's journey. It tracks page visits, form submissions, appointments, and more.

    Concept illustration

    Accessing the Timeline

    Click on any contact's name to open their profile. The middle panel defaults to the "Conversations" view. Click the Activity tab at the top of that panel.

    What it Tracks

    You will see a timestamped list of events, including which specific pages they visited on your CastaLink websites, which forms they submitted, and when they clicked links in your emails.

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