Timeline

Complete chronological display of interactions, events and activities
timeline

Complete chronological display of interactions, events and activities related to a lead, deal, contact or an account

The records are being created and organized in a systematic order, i.e the latest ones will be the first in the list.

Find out “Hot” and “Cold” leads based on the frequency of interactions.

Identify the activities that are leading to higher deal closures

A new sales person can see all the past brining continuity in the sales process