How to create a new communications timeline record
The Timeline is where contact and account communications and activities are saved and/or created. Emails, SMS, phone messages and notes can be created and viewed for a specific
contact.
1. Navigate to the client's Communications tab in CRM
2. Select the + icon
3. Select the type of record to be created from the available list of options:
- Email
- Phone call
- Task
- SMS
- Note
Alternatively…
4. If you are just adding a Note, you can click in the “Enter a Note” area.
This will open up a Note where you can add the title and text as required.
5. Choose “Add Note and Close” to save the Note.