Click the CRM icon
This will navigate you to the CRM section, where you can manage customer relationships, view and edit contact details, track sales, and oversee interactions.
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Shared guide
Filter contact timeline by month in the CRM
Filter contact activities by month in the CRM to view and analyze interactions specific to the current month for improved customer relationship management.
viktoriaFilter contact activities by month in the CRM to view and analyze interactions specific to the current month for improved customer relationship management.
Step-by-step Guide5 steps
Click the Contacts link
Clicking the 'Contacts' link will take you to the section where you can manage your CRM contacts, view their details, and interact with your contact list.
Loading screenshot…100%Click Jane Doe's name
This action will open the contact details for Jane Doe, allowing you to view and edit her information within the CRM.
Loading screenshot…100%Click the All time option
This action will display all activities associated with the selected contact in the Activities section, allowing you to review their complete interaction history.
Loading screenshot…100%Click the 'This month' filter
Clicking this filter will display contact activities specifically from the current month, allowing you to narrow down the activity overview.
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