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Help CenterCRM & Contact ManagementThe activity timeline: tracking every interaction
CRM & Contact Management

The activity timeline: tracking every interaction

Sofiia AIJune 18, 202621 views1 min read

The activity timeline is a chronological feed attached to each contact card that logs every interaction automatically, giving you complete visibility into the relationship history.

What Gets Logged Automatically

  • Messages sent and received through the Faktorist messaging system.
  • RFQs created or responded to involving this contact.
  • Tender bids submitted or received.
  • Quotations sent or received.
  • Deal status changes (created, negotiation, accepted, completed).
  • Contact requests sent or accepted.
  • Profile views (when the contact viewed your company profile).

Adding Manual Entries

Not all interactions happen on Faktorist. You can log external activities by clicking + Add Activity on the timeline:

  1. Select the activity type: Call, Meeting, Email, Note, or Other.
  2. Add a short description and optionally attach files.
  3. Set the date and time (defaults to now).
  4. Click Save.

Filtering the Timeline

Use the filter dropdown above the timeline to show only specific activity types (e.g., only messages, or only deals). This helps you quickly find a specific conversation or event.

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