Knowledge Base

Pipedrive’s contacts timeline is a visual representation of the activities linked to your contacts over time. It’s a great tool for understanding when and how often you’re interacting with your customers.

Where to find it

Go to Contacts > "Contacts timeline" and select the icon for either person or organization in the top left.

You can click the “+” on the right side of the screen to add an activity, deal or note to a contact.

Filtering

There are several ways you can apply filters to your contacts timeline to see the exact data you’re looking for.

• Date filter
  Choose the time frame you want to have displayed on your timeline.

• Custom person filters
  Create or use existing person filters.

• Activity-type filter
  Select the types of activities you want to appear on your timeline.

Follow-up frequency

To enable follow-up frequency, click the pencil icon, toggle the feature on and use the slider to set how often contacts should be updated.

Once you set a frequency, contacts that haven’t received a follow-up in that timeframe will be displayed in red.

There's also an indicator at the top of the screen that shows how many people need to be contacted.

Emailing

To send emails through your contacts timeline, select one or more contacts and click “Send group email.”

If a selected contact doesn’t have a linked email, you’ll be notified in the email composition window.