Hubz.

CRM / Conversation and action timeline

Customer activity history: calls, emails and notes

Review calls, emails, meetings, notes, tasks and system activities in their contact, company and opportunity contexts.

PRODUCT VIEW

See how it works.

The Activities timeline brings customer interactions and related work into one history. Type tabs, search and source filters distinguish manual notes, connected mail, automation, bookings and other existing sources. Review entries in contact, company, opportunity and task contexts, or add a new manual activity.

Hubz.Workspace / Activity historyDK
EXPLORE THE PRODUCT

Activity history

Sample view
1
SAMPLE ACTION

Choose an activity type

Focus on the relevant type, such as calls, emails, meetings or notes.

2
SAMPLE ACTION

Narrow the source

Filter existing sources such as manual entries, connected mail, automation or bookings.

3
SAMPLE ACTION

Review the context

Read the timeline entry with its related contact and work associations, adding a new activity if needed.

01Choose an activity type
02Narrow the source
03Review the context
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

When conversation details and communication channels are scattered across screens, the team has to reconstruct the relationship's history.

WHAT YOU CAN WORK TOWARDS

Keep historical customer context visible separately from the current action inbox.

STEP BY STEP

How to use it.

  1. 01

    Choose an activity type

    Focus on the relevant type, such as calls, emails, meetings or notes.

  2. 02

    Narrow the source

    Filter existing sources such as manual entries, connected mail, automation or bookings.

  3. 03

    Review the context

    Read the timeline entry with its related contact and work associations, adding a new activity if needed.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Activity history
1Choose an activity type→Review

Activity types

Distinguish calls, email, meetings, notes, WhatsApp, tasks and system entries within the available records.

FOCUS 02▤
Activity history
2Narrow the source→Review

Source filters

Read history in a meaningful scope by selecting manual or connected-service sources.

FOCUS 03↗
Activity history
3Review the context→Review

Related records

See which work an activity belongs to through contact, company, opportunity and task links.

FOCUS 04◇
Activity history
4Choose an activity type→Review

Manual entries

Record a conversation or note through the relevant activity form.

FOCUS 05⌁
Activity history
5Narrow the source→Review

Search and pagination

Use search and list scope as the activity history grows.

IN EVERYDAY WORK

What it looks like in practice.

Team member

You need to follow up with a customer previously handled by another representative.

Review history by type and source to prepare the conversation with clearer context.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Activity tracking is included in every plan. Connected Gmail and other provider records depend on the relevant connection and plan permissions.

  • Activity history stores a record; it does not grant permission to perform every action in the associated provider.
Compare plans

YOUR QUESTIONS

About this feature.

01How is this different from notifications?

Notifications highlight current CRM items that need attention. Activities provides a broader relationship history organized by type and source.

02Will all connected-service data appear?

Record scope depends on the provider, connection permissions and existing application flows. Different sources do not necessarily provide the same data.

RELATED WORKFLOW GUIDES

You may also need these features.

ContactsManage contact details, job titles, company associations and acquisition sources in searchable, filterable records.CompaniesKeep industry, domain, contact and address information alongside the people and sales work connected to a company.Lead InboxOrganize a lead's source, score, first contact date and qualification status, then convert suitable leads into CRM records.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Customer relationships

Keep contact details, company relationships and past conversations in one shared record.

02

Tasks and Kanban

Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.

03

Inbox and Gmail

Use in-app notifications for daily work, and connect authorized Gmail conversations with Professional and Business.