360° Contact Profile: Timeline, History and Insights

Profiles for each record will give you a full 360° view of the record's journey while in LeadFWD. This is called the LeadFWD Timeline.

The Timeline view is made up of every possible data point that the record can undertake while in LeadFWD. This gives you the ability to filter by specific information. Filters for the insights include:

• Field Change

• Opportunity Value

• Call creation/modify (if CRM integrated)

• Task creation/modify (if CRM integrated)

• Meeting creation/modify (if CRM integrated)

• Ticket creation/modify (if ZenDesk integrated)

• Chat held (if LiveChat/Olark integrated)

• Webinar (if GoToWebinar integrated)

• SMS Text sent (if Twilio integrated)

• Start/End Automation Tracks

• Complete Automation Tracks

• Start/End Email Sequence

• Site Visit

• Geo Location

• LeadFWD Status Change

• Email Sent/Opened

• Email Click-thru

• Email Forwarded

• Email Attachment Downloaded

• Email Unsubscribe

• Landing Page Visit/Conversion/Download

• Leadbox CTA/Visit/Download

• Social Connect Interaction

• Click Tracker Interaction

• Lifecycle Change

• Lead Score Change

• Tagged