Record pages
Video coming soon
Record pages
Read a record page: attributes, timeline, and every conversation with this person in one place.
What you will learn
The layout of a record
Attributes on one side, the activity timeline on the other — emails, calendar events, and record changes in one scrollable history.
Answering 'have we talked to them before?'
How the timeline replaces checking Gmail, the calendar, and the spreadsheet — the whole history is on the page before you reply.
Editing and acting from the record
Updating attributes, adding a file, or sending an email without leaving the page.