Activities and Timeline

The activity timeline on each contact profile gives you a complete history of every interaction: both manual entries your team logs and automatic events captured by WittyForm. This ensures no touchpoint is ever lost or forgotten.

Activity Types

WittyForm CRM supports five activity types that you can log manually:

• Calls: Log phone calls with the contact, including duration, outcome (connected, voicemail, no answer), and notes about what was discussed.
• Emails: Record emails you send or receive outside of WittyForm. If you use WittyForm's built-in email features, those are logged automatically.
• Meetings: Track scheduled meetings with date, time, location or video link, attendees, and meeting notes.
• Tasks: Create follow-up tasks tied to a contact, with a due date and assignee. Tasks appear in your team's task list as well as on the contact timeline.
• Notes: Add free-form notes about the contact for internal reference. These are visible only to your team.

Logging Activities

Open any contact profile and click Log Activity. Select the activity type, fill in the details, and save. The activity immediately appears in the timeline. You can also log activities from the deal view: they will show up on both the deal timeline and the associated contact timeline.

Automatic Event Logging

WittyForm automatically logs certain events on the contact timeline without any manual effort:

• Form submissions: Every time the contact submits a form, the submission details (form name, date, and a link to the response) are added to their timeline.
• Email opens: If you send emails through WittyForm, open-tracking events appear on the timeline showing when the contact opened each email.
• Deal stage changes: When a deal associated with the contact moves to a new pipeline stage, the change is recorded.
• Tag changes: Adding or removing tags from a contact is logged automatically.

Viewing the Timeline

The timeline is displayed chronologically on the contact profile page, with the most recent events at the top. Each entry shows the activity type icon, a summary, the date and time, and the team member who performed the action (or "System" for automatic events). Click on any timeline entry to expand it and see the full details.

Filtering Activities

Use the filter buttons above the timeline to show only specific activity types. For example, click Calls to see only call logs, or Forms to see only submission events. You can also filter by date range to focus on a specific time period. This makes it easy to review all emails sent to a contact or all form submissions from the last month.