Find any email, SMS, call, note or task on a lead in seconds.
Who this is for: Brokers
Filter the timeline
Open the lead and go to Messaging.
Open the Filter drop-down and choose one or more of: Tasks, Notes, Messages (including SMS) and Emails. With nothing selected, you see everything, including calls.
Sort the timeline
Choose Newest first (default) or Oldest first.
Tip: combine them. For example, show only emails, oldest first, to review your earliest correspondence.
The same filters are available in the mobile app.
Need a hand?
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