Contact History Timeline

The contact history timeline gives you a chronological view of every interaction you have had with a lead — calls, emails, meetings, notes, and auto-synced emails from Gmail or Outlook.

Reading the timeline

Open any business detail panel and scroll to "Contact History". Each entry shows:

• Date and time of the interaction
• Type (call, email, meeting, note)
• Subject or title
• Notes or snippet
• For emails: direction (sent or received) and a Gmail/Outlook badge if auto-synced

Auto-synced emails

If you have Gmail or Outlook connected, emails to and from this business are automatically added to the timeline. Auto-synced entries appear with a coloured badge (red for Gmail, blue for Outlook) and are marked "Auto-synced" so you can distinguish them from manually logged interactions.

Last contacted date

The "Last Contacted" field on the business card updates automatically every time a new interaction is logged — whether manual or auto-synced. This is what populates the Last Contacted column in the Businesses table.