Skip to main content

Team comments and timeline

Why timeline + comments​

All touchpoints (WeCom, WhatsApp, email, manual activities) appear chronologically in one lead timeline. Internal comments are visible to the team, not to the customer.

Typical flow​

  1. Open the lead drawer → Timeline tab.
  2. Log activity or channel messages — one chronological feed.
  3. Internal comment for handoff (e.g. “CN call Friday, EU owns proposal”).
  4. Ownership via Team & roles.

Good habits​

  • After every customer conversation: 1–2 sentences in timeline or notes
  • Before vacation: open follow-ups and a comment for coverage
  • When ghosting: document last attempt and next plan (Follow-up & ghosting)