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Add a Sales Proposal Item to the Timeline

Updated
The Goal: Add a sales proposal item to a contact’s Timeline so the activity is logged and visible at a glance.

Before You Begin:

  • You have permission to manage sales opportunities (available under Contacts, Sales Funnel section).
  • You have the open record/detail page that contains the Timeline tab.

Step-by-Step Instructions

  1. On the Timeline tab, click the Add button.
  2. Select a Timeline Item from the list OR click the + to create a new item. Timeline items displayed in the list are those that you have previously created.
  3. Enter the Timeline Date. This is the date this timeline activity was performed.
  4. Enter a Summary of the timeline activity (optional). The summary will be displayed on the timeline tab, to give you an at a glance understanding of the activity performed.
  5. Enter a Description of the timeline activity (optional).
  6. Click Done.

Common Pitfalls

  • Missing Timeline Date: If you leave the Timeline Date blank, the activity may not sort correctly on the timeline. Always set it to the date the activity was actually performed.

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