Why This Matters

Trying to make sense of your CRM data, is a task that consumes a lot of time and takes much effort. Having your CRM make sense of this data and provide key insights is crucial.​

You will learn how easy it is to use Timeline to filter out the interactions and generate a summary, saving you time and empowering you to provide exceptional service.

Learning Objectives

You will learn how easy it is to use Timeline to filter out the interactions and generate a summary, saving you time and empowering you to provide exceptional service.

After completing this unit, you’ll be able to:​

• Use Timeline Filters to select the type of interaction you want to display and summarize.​
• Select a date range for your Timeline Summary.​
• Copy the summary and provide exceptional service with recommended actions.