Contact Activity Timeline

The Contact Activity Log tracks and logs the communication between you and your contact.  You can see all the activity of the sent emails and text messages that are sent out via LionDesk, whether those emails have been Sent, Opened or Clicked, as well as the tracking of the Click-To-Call features.

1- To access your contact's activity timeline you need to access your contacts profile by first going under your "Contacts" tab within your LionDesk navigation bar

 

2- Search for the contact that you want in your contact table.

3- Click on the contact's name to access their profile, and the "Contact Activity Timeline" will be located to the right of the contact's profile.

All

Shows all the Sent, Opened, Clicked emails with their content, as well as the Click-To-Call and Texts tracking.

 

Comments

This display the comments that you have manually added for your contact.

Sent

Displays all the Emails or Texts with their content sent via LionDesk to the contact

Opened

Displays just the emails that were opened by your contact.

Clicked

Shows you which link in the e-mail was clicked on by the contact

Calls

Displays all the calls made from LionDesk to the Contact.

Texts

Displays all the texts made from LionDesk to the Contact

Direct Mail

Though LionDesk does not have a Direct Mail feature, you can manually log and keep track of your direct mail interactions with you contact.

Website Activity

Displays all the website activity made by contact.

 

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