Linha do Tempo do Contato

3 min de leitura

The contact timeline is your complete interaction history with each person in your CRM. Every email, call, meeting, note, and deal activity is automatically logged and displayed in chronological order, giving you instant context before any conversation.

Contato activity timeline with email history

Visao Geral

Understanding the Timeline

Contato detail page with the activity timeline in the center panel showing emails, calls, notes, and deal events

The timeline provides a comprehensive view of your relationship with each contact, automatically capturing activities from multiple sources.

What appears in the timeline:

E-mails: Sent and received emails with subject lines and snippets
Calls: Logged phone calls with duration, outcome, and notes
Meetings: Scheduled and completed meetings from your calendar
Notes: Manual notes and observations you add
Deals: Deal stage changes and important milestones
Tasks: Completed and upcoming tasks related to this contact
System events: Contato created, enriched, merged, or field changes
Files: Documents shared or attached

Timeline benefits:

See complete conversation history before making a call
Never ask "have we talked about this before?"
Onboard new team members quickly by showing relationship history
Identify contacts who haven't been contacted recently
Track deal progression and touchpoints over time

Passo 1

Accessing the Timeline

Navigate to the Contatos list and click any contact name to open their detail page and timeline

The timeline is prominently displayed on every contact detail page.

How to view a contact's timeline:

Navigate to Contatos from the main menu
Click on any contact name to open their detail page
The timeline appears in the center panel (or below contact info on mobile)
Activities are displayed in reverse chronological order (newest first)
Scroll down to see older activities

Timeline layout:

Each activity has an icon indicating the type (email, call, note, etc.)
Timestamps show when the activity occurred
Click any activity to expand and see full details
Attached files and documents appear inline
System events are shown in gray with lower prominence

Passo 2

Activity Types Explained

Timeline entries showing different activity types: emails with open tracking, logged calls, and deal stage changes

Understanding what each activity type represents helps you interpret the timeline.

E-mail activities:

Shows sender, recipient, subject, and preview of the first few lines
Includes whether the email was opened and when
Shows link clicks if tracking is enabled
Click to read the full email thread
Reply directly from the timeline

Call activities:

Logged manually or automatically from phone integrations
Shows call direction (inbound/outbound), duration, and outcome
Includes notes taken during or after the call
Can be linked to deals or opportunities discussed

Meeting activities:

Automatically synced from your connected calendar
Shows meeting title, attendees, and time
Displays meeting notes if added
Indicates whether the contact attended or was no-show

Note activities:

Manual notes you or team members add
Can include formatting, links, and @ mentions
Shows who created the note and when
Can be pinned to the top of the timeline for important information

Deal activities:

When a deal is created involving this contact
Stage changes in the sales pipeline
Deal won or lost outcomes
Value changes and key milestones

Passo 3

Filtering Timeline Activities

Filter toolbar above the timeline allowing you to show or hide specific activity types and date ranges

When timelines get long, filters help you find specific types of interactions quickly.

Using timeline filters:

Look for the filter icon at the top of the timeline
Click to reveal filter options
Select which activity types to show or hide
Choose a date range to focus on recent or historical activities
Filter by specific team members (who created the activity)

Common filter combinations:

Communication only: Show just emails, calls, and meetings (hide system events)
Last 30 days: Focus on recent interactions
Deals only: See deal progression without other noise
My activities: Filter to only your own interactions with this contact
Unread emails: Show only emails you haven't read yet

Saving filter views:

After setting up useful filters, click "Save as default view"
Your filter preferences will persist across all contacts
Reset to "All activities" anytime to see the complete timeline

Passo 4

Adding Activities to the Timeline

The Log Activity and Add Note buttons at the top of the timeline for manually recording interactions

You can manually log activities that happened outside of automated tracking.

Logging a call:

Click "+ Log Activity" at the top of the timeline
Select "Call"
Enter call direction, duration, and outcome
Add notes about what was discussed
Link to a deal if relevant
Click "Save" - the call appears in the timeline

Adding a note:

Click "+ Add Note" or the note icon
Type your note in the text field
Use formatting options (bold, lists, links)
@ mention team members to notify them
Mark as important to pin to the top
Save the note to add it to the timeline

Logging a meeting:

If not auto-synced from calendar, manually log past meetings
Select "Meeting" from log activity
Enter meeting date, time, and attendees
Add meeting notes and outcomes
Attach any files shared during the meeting

Uploading files:

Clique no botao attachment icon in the timeline
Select files from your computer
Files appear in the timeline with a timestamp
Equipe members can access shared files from the contact record

Passo 5

Using AI with the Timeline

AI chat panel generating a relationship summary and next-best-action suggestions from the contact timeline

SalesSheet's AI can analyze and summarize timeline data to give you instant insights.

AI timeline features:

Summarize relationship: Ask "Summarize my relationship with John" to get a brief overview
Find specific info: "When did we last discuss pricing?" searches the timeline
Identify gaps: AI can alert you: "No activity with this contact in 45 days"
Next best action: AI suggests what to do next based on timeline history
Prep for meetings: "Brief me on Sarah before our call" generates a context summary

Example AI commands:

"What did we discuss in our last meeting with Acme Corp?"
"Show me all emails about the Q2 proposal"
"When was the last time David responded to an email?"
"Summarize this contact's interest in our analytics product"
"What questions did Sarah ask about pricing?"

Dica Pro

Before any important call or meeting, spend 30 seconds reviewing the contact's timeline. Look for the last 2-3 interactions, any open questions from previous conversations, and the current deal status. This quick review ensures you never start a conversation cold and shows the contact you remember your discussions. You can also ask the AI "Prep me for my call with [name]" to get an instant briefing.

O que Esperar

When using contact timelines, you should see:

E-mails appearing automatically in the timeline within minutes of being sent or received
Calendar meetings syncing to the timeline 15-30 minutes after creation
Manually logged activities appearing immediately after saving
Chronological ordering with clear timestamps for every activity
The ability to click any activity to expand full details
System events appearing in gray to distinguish from primary activities
Activity counts showing total emails, calls, meetings at the top of the page

Solucao de Problemas

I sent an email but it's not showing in the timeline. Why not?

E-mail tracking requires your email account to be connected to SalesSheet. Check Settings → E-mail Integration to ensure your email is connected. If it's connected, emails can take up to 5 minutes to sync. Also check your timeline filters - you might have emails filtered out. Click "All Activities" to reset filters. Finally, if you sent the email from a different email address than the one connected to SalesSheet, it won't be tracked.

Meetings aren't syncing from my calendar. What's wrong?

First, verify your calendar is connected in Settings → Calendar Integration. Only meetings where the contact's email address is listed as an attendee will appear in their timeline - make sure you're inviting contacts to calendar events using the email address stored in their SalesSheet record. Calendar sync can take up to 30 minutes. Also note that all-day events and personal events (marked as private) don't sync to respect privacy.

Can I delete an activity from the timeline if it was logged by mistake?

Yes. Hover over any manually-logged activity (calls, notes, meetings you added) and click the three-dot menu, then select "Delete activity." Confirm the deletion. Note that you can only delete activities you created, unless you're an admin. Automatically-tracked emails and calendar events cannot be deleted from the timeline, but you can hide them using filters. System events also cannot be deleted as they're part of the audit trail.

The timeline is showing activities for a different person. How did this happen?

This usually occurs after merging duplicate contacts. When two contacts are merged, all activities from both records are combined into one timeline. If the merge was incorrect, you can unmerge the contacts (within 30 days) from the contact menu → View merge history → Undo merge. Alternatively, if specific activities belong to a different person, you can move individual activities by clicking the three-dot menu on the activity and selecting "Move to another contact."