Quick record timeline that you can quickly jump to points in the record timeline
Wouldn't the contact record timeline be great if you could see an at a glance (at the top) when a contact has been touched. Almost like a scrubable timeline heatmap showing dots where they were touched. It'd help you see at a glance how often the whole team has been talking to the contact.
I imagine dots icons that let you see calls, sales emails, marketing emails (different dots for open, click and not opened), social media clicks, page views, form submissions, etc. Similar to Gong's deal view:
This would also allow you to jump to the beginning of a contact life easily.
Here's a rough mock-up:
Weitere Ideen mit folgender Beschriftung anzeigen:
I could also love to know the way you installation a workflow to assign tickets spherical robin style in case you're inclined to percentage how you installation that workflow with differnet language as you can check; I've had little fulfillment putting in place any workflows to attempt to configure this.
Yes! similar to what's been rolled out at in the prospecting beta. great suggestion
One thing to note is all i care about are the inflection points. when something new happens. ie. i don't want to see the hundreds of cold emails a sales person sent. i just want to see when the reply happened. or when they booked the meeting. Engagement > activities
anything would be an improvement: current filter/layout is not super helpful (Especially on enterprise level accounts with lots of activity
even a shortcut button to take you to the beginning of timeline would be helpful!
Hi all happy to say this idea has been implemented (see below)! The allbound timeline card is live in public beta. You can opt into the beta by going to the dropdown in the top right of the menu > Product Updates > In beta > Click the "Join beta" button next to Allbound timeline card on record pages. You can then add the card to record pages: Go to settings > Objects > Record customization > Choose a view > Add cards > Select "Allbound timeline." It is currently restricted to activity data (emails, calls, meetings) and does not show events like form submissions. If you have any feedback, please feel free to email me at kman@hubspot.com.
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