Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Life of Prospect – all activities associated with the Prospect
  • Inbound Activity – actions by the Prospect bringing them to your content, such as web page visits, email links clicked, and form submissions
  • Outbound Activity – outbound marketing sent to the Prospect
  • Activities – tasks completed or scheduled in OneFocus™
  • Notes – Prospect notes added to OneFocus™
  • Score – activities that changed the Prospect's Lead Score
  • Grade – activities that changed the Prospect's Grade 
  • Automations – automations the Prospect is added to/taken out of
  • Audit – individual automation steps applied to the Prospect
  • Campaign – campaigns the Prospect is added to/taken out of
  • Programs – programs the Prospect is added to/taken out of

You can filter the timeline by specific activity type from the Activity Type dropdown. You can also filter by two or more specific types by using the Multi-Activity option as shown here:

Image Added


You can then choose which activities to filter the timeline by and click Apply to use the filter. System will save your preferences for the future so that you don't have to apply the same filter next time you view the timeline. You can of course always change the activity type by editing your Multi Activity filter. For example, here we are filtering the timeline by "Website Visit" and "Video Played" activities only.

Image Added