Keep a timeline with each contact
Log calls, meetings and follow-ups beside the real email threads, so you know what happened with anyone.
Every contact, team and organisation has one timeline: the notes you wrote, the calls you had, the follow-ups you owe, and the email threads with them, newest first.
Log something
- Open the contact and type in the box at the top of the timeline.
- Pick the kind if it isn't a plain note: note, meeting, call or follow-up.
- Change the date if it happened earlier. The date button offers Now, Today, Tomorrow and Next week.
- Press Cmd+Enter (Ctrl+Enter on Windows) to save.
Chase something later
Choose follow-up and set a due date. It stays open on the timeline until you tick it off, and overdue ones are flagged. Follow-ups on your leads page lists every open follow-up across all your records.
Keep the important thing on top
Use ⋯ on any note to pin it above the timeline. Use it for the "read this before you call them" note.
See the emails
With a mailbox connected, your threads with this person sit in the same timeline. Open one to read it or reply from the page. The envelope under the note box starts a new email that attaches itself. To bring in an older conversation, open the mailbox button and press Find earlier emails.
No mailbox yet? One click searches Gmail, Outlook, Yahoo or Proton for the person's address.
Book the next call
Schedule meeting writes the event to your connected Google or Outlook calendar, sends the invite with a video link, and logs the meeting on the timeline.
Find your way in a long history
Search the timeline, filter by kind or open follow-ups, and use Display to set the order and density. ⋯ on an entry copies a link straight to it.