Viewing Activity History

Last updated on Nov 15, 2024

Keeping track of your interactions with contacts is essential for building solid relationships. Revwit makes it easy to view a contact’s entire interaction history in one place. Here’s how:

Access the Contact’s Details Page

  • Navigate to the Person section from the sidebar.

  • Select the contact whose activity history you want to view.

Locate the Activity History Section

  • This section provides a chronological timeline of all interactions related to the contact.

Explore Key Activities

  • Emails: View all email exchanges with the contact, including sent messages.

  • Notes: Review notes you or your team add to keep track of essential details or updates.

  • Tasks: Check any completed or pending tasks associated with the contact to ensure everything is noticed.

Viewing a contact’s activity history will give valuable insights into your relationship, enabling you to personalise your approach and maintain consistent communication.