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      How to Find the Activity Timeline

      What

      This article explains how the Activity Timeline in ShareBuilders CRM helps you quickly view and manage your daily tasks, upcoming activities, and past interactions.

      Why

      The Activity Timeline streamlines your workflow by providing a quick glance at your schedule without needing to navigate through multiple tabs. It ensures you stay on top of follow-ups, meetings, and important interactions, making your day more efficient.

      How

      The Activity Timeline is available in several key areas of ShareBuilders CRM:

      • Quick View for an Account – Scroll down to see all past, current, and upcoming activities.
      • Contact Records – View activities related to a specific person.
      • Opportunity Details – Track pending actions related to a deal.
      • Pending & Activity Pages – Manage and review your full list of activities.

       

      ActivityTimeline