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
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Navigate to the Person section from the sidebar.
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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
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Emails: View all email exchanges with the contact, including sent messages.
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Notes: Review notes you or your team add to keep track of essential details or updates.
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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.