How to view contact activity history

    CategoryContacts and Companies
    Article typeDocumentation
    Estimated reading time 4 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Open a contact record and navigate to the Activity or Notes tab on the right side of the screen to see a chronological timeline of their interactions, page views, and system events.

    Who this article is for

    Sales reps preparing for calls, and marketers auditing campaign effectiveness.

    Overview

    The activity history provides a complete audit trail of a contact's journey with your business. It shows you exactly what actions they have taken and what automated actions the system has performed on them, giving you complete context before a sales call.

    Before you begin

    • Website tracking must be installed on your pages for page view activity to register.

    Step 1: Step 1: Find the Contact

    Navigate to the Contacts dashboard and search for the desired contact.

    Step 2: Step 2: Open the Record

    Click on the contact to open their record.

    Step 3: Step 3: Navigate to Activity

    In the center/right area of the contact record, locate the tabbed menu and click on the Activity tab.

    Step 4: Step 4: Review the Timeline

    Scroll through the timeline to view events. You will see Page Visits, Form Submissions, Workflow Events, Appointment Bookings, and Manual Updates.

    Configuration note

    Activity timestamps are generally displayed in your user profile's local timezone. While the activity log shows system events, actual message content (emails, SMS) is found in the Conversations tab, depending on your account configuration.

    Important clarification

    Assuming lack of activity means lack of interest: If website tracking isn't set up correctly, page views won't log, giving a false impression of low engagement. Look at the sequence of events. A page view followed immediately by a form submission indicates high intent.

    Resolution guidance

    Why aren't page views showing up for this contact?

    The contact must have submitted a form or clicked a tracked email link to associate their browser cookie with their CRM record. Anonymous traffic is not tied to specific contacts.

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    If your question requires account access, billing review, workflow inspection, message delivery diagnosis, AI response review, or private configuration review, submit a support request with examples and screenshots.