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- Getting Started
- Basic Navigation
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Using the Kanban View
- Creating New Records
- Configuring Dropdown Lists
- Managing Duplicate Records
- Open or Edit Existing Records
- Change the Column order
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Filter Map Records
- Company Information
- Sorting Records
- Colourise Map Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Pinning Activities on Timelines
Pinning items on CRM allows for you to manage records more effectively by highlighting key information so that it can be accessed quickly and easily by all Users.
Record Timelines are made up of a series of Activities:
- Notes
- Calls
- Tasks
- Meetings
- Emails
- SMS
When an Activity is pinned, it will appear highlighted towards the top of the Timeline section for all Users.
Pinned Event: Meeting
To pin an Activity, simply click on the Pin Icon. Multiple items can be pinned at a time.
To unpin an Activity, click on the Pin Icon on the desired record to remove it.
Note that this will return it back to its original place within the timeline.
For example: If a Note from November, 2022 is pinned, once unpinned it will not return to the top of the timeline but instead backdated to November, 2022.
If multiple items are pinned, they will appear in the order of newest to oldest.
You can expand to view the full list of pinned items by clicking on the downwards arrow.
