How to view individual contact activity

You can view all activity associated with a contact in one place.

Step 1:

Go to the Contacts tab and click into the contact you want to view activity for.

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Step 2:

View all activities associated with the contact as a timeline in the middle of the page.

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Step 3:

You can also apply a filter for the specific type of activity you want to view. Choose the desired activity from the dropdown menu under All Activities.

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Step 4:

You can also apply a filter for the time period you want to view activity for. Choose the time period from the calendar view under Select Period.

Screen Shot 2022-12-19 at 2.00.02 PMClick Done to apply the filter.

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