Shared guide

How to use the contact timeline

Step-by-step guide covering: Click the CRM icon; Click the Contacts link; Click Jane Doe's name; Click the All time option.

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Guide Video
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Step-by-step Guide5 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Contacts link

    Click the Contacts link
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  3. Click Jane Doe's name

    Click Jane Doe's name
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  4. Click the All time option

    Click the All time option
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  5. Click the 'This month' filter

    Click the 'This month' filter
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