#Can I see a contact's message and interaction history?

Yes. Open the contact to see the full timeline of interactions: messages sent and received, email opens, clicks, purchases and moves between funnel stages. This history helps you understand engagement and personalise your next approach.

#Emails on the timeline

Every email sent to the contact adds Email delivered, Email opened or Email failed rows. When the contact clicks a link in the email, an Email link clicked row appears, with the address of the link they clicked and the email subject.

• Each different link shows up once per email. Clicking the same link again does not add another row.
• Clicks from email security scanners, which open links on their own seconds after delivery, do not show up.
• The click also warms up the temperature score, more than an open does, and can start an automation with the Email link clicked trigger.

#Subscriptions with free days

When someone subscribes to an offer with free days, the timeline shows the Trial started activity, with how many free days were granted and the first charge date.

Because nothing is charged at that moment, this activity does not appear as a purchase — the purchase only enters the history when the first charge is approved, at the end of the trial period.

You also get an in-app notification letting you know a new trial has started. To turn this alert on or off, use your account's notification preferences.

#Where the timeline shows up

The same timeline appears in five places, and looks the same in all of them:

• on the contact, under the Activities tab;
• on the opportunity, both in the side panel and on its own page;
• in the inbox, under Quick access → History;
• on the attendant panel, under the Activities tab;
• under Contacts → Activities, the history of the whole workspace;
• in the contact panel, opened from a pipeline card or from View lead on the Activities screen.

Only the scope changes from one place to another: on the contact you see everything that happened to that person, on the opportunity you see that deal's events plus the ones from the linked contact, and on the Activities screen you see everything that happened to every contact, narrowed by the screen's filters.

On the Activities screen each row also has View lead and View opportunity shortcuts on the right, before the time (the second only when the activity belongs to an opportunity). They open the contact or opportunity panel without leaving the list. With Live on, incoming rows land at the top with a brief green highlight.

#The contact panel

The contact panel has the same anatomy as the opportunity panel. On the left is the profile: channels, recent purchases, tags, companies and origin. On the right, pinned at the top, are that contact's opportunities, one per row, with pipeline and stage, value and status (Open, Won or Lost). Click View to open the opportunity on top of the panel.

Below the opportunities are the same tabs as the contact page: Activity History, Quizzes & Forms, Conversation History, Purchases History and Member Area.

#How to read each row

• Activities are grouped by day, with a header showing today, yesterday or the date.
• Each row starts with a coloured icon for the type — note, tag, stage change, booking, message, next action, purchase and others. The same type always gets the same icon and colour, on any screen.
• The time it happened sits on the right. Hover it to see how long ago that was.
• Next to the time is the avatar of whoever did it. If it was an attendant, hover to see their summary.
• When the action wasn't done by a person on screen, a tag under the line says how it came in:
  • Automation action: a Clickmax automation ran it.
  • System action: a routine of the platform itself, such as a task's automatic follow-up.
  • Max action or Integration action: Max or an external integration acted with no person behind it.
  • via Max or via integration: a person asked Max, or used an integration connected to their account (such as an external AI assistant). The avatar is still theirs.
• When an opportunity is marked won or lost, the row is highlighted in green or red, with the loss reason called out.

Inside an opportunity, a yellow triangle next to the time means that activity belongs to the contact and did not happen in that particular deal.

#Shortcuts inside the rows

Several names in the rows take you straight to where you handle the matter:

• Pipeline, on won or lost opportunity rows: shows which pipeline the deal was in. Click the name to open that pipeline on the Won or Lost tab, with the opportunity open. Opportunities won or lost before this update don't show the pipeline.
• Attendant name, on Attendants updated and responsible change rows: opens the attendant panel on top of the current screen.
• Tag, on tag applied or removed rows: opens the tag details, with usage, who received it and where it is used — the same panel as the Tags screen.
• Capture link, on the Lead captured row: shows the name of the link that brought the contact in. Click it to open Capture links already filtered by it. If the link was deleted, only its code is shown.
• Contact, on contact linked or unlinked rows of an opportunity: opens the contact page.

#Meetings on the timeline

Every state change of a meeting — booked, rescheduled, confirmed, completed, no-show, cancelled — becomes a row, and it carries:

• the meeting subject, or the calendar name when there is no subject;
• the date and time, with the end time and the duration. On a rescheduled meeting, the previous time shows struck through, with the new one beside it;
• Provider: the meeting tool, with its logo — Clickmax Meet, Google Meet, Microsoft Teams or Zoom. A link from another tool shows as Custom;
• Meeting room: the link, which opens in a new tab, with a button next to it to copy it. A location typed without a link, such as an address, shows as text;
• Attendant: who the meeting was booked for, that is, who will run it;
• Booked by: who booked the meeting. When the contact booked it through the public link, it reads The contact, via the booking link;
• Schedule: which schedule the meeting came from.

Attendant and Booked by separate "I booked it for myself" from "I booked it for the closer" without opening the meeting. The avatar next to the time belongs to whoever made that change — on a cancelled meeting, whoever cancelled it —, which is not always who booked it.

With Google Meet, the link joins the row as soon as the attendant's Google Calendar creates the room. Meetings already in the history also start showing provider, room, schedule and who booked them.

Each row only shows what the meeting recorded. A meeting without a link or location has no Provider and Meeting room lines. A booking made by an automation, or before the platform kept who booked it, has no Booked by.

#Conversation reading (AI)

When the AI changes how it reads an ongoing conversation, the timeline gets a Conversation reading activity, with the dimension that changed in the title — intent, sentiment or urgency.

The row shows:

• the previous and the new value, as Question → Purchase;
• the channel the conversation happened on;
• the reason the AI gave for the change;
• a View the message behind it link, which opens the inbox already scrolled to the message responsible. On older conversations, without that reference stored, the link does not show up.

Only confirmed changes enter the history — the AI's intermediate readings are left out so the timeline stays readable.

#Related

• Contacts
• First pipeline
• Import and export contacts
• Messages

#If it didn't work

• Can't find the contact? Check whether it has already been imported in Import and export contacts.
• The conversation history is missing? Check that the message channel is connected in Messages.
• Other questions about contacts in Questions.