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- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- 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.
