Why This Matters
Having access to the Timeline right inside Outlook matters because it gives advisors a complete, real-time view of every touchpoint—emails, calls, meetings, notes—without leaving the inbox. This context helps tailor outreach, prevents conflicting messages, and speeds up follow-ups since you can see what was discussed and what’s next in one place. It also strengthens compliance by providing an auditable history aligned with retention policies, and it improves collaboration since the whole team can see the same activity. In short, an Outlook-embedded timeline turns scattered interactions into a cohesive, actionable sequence that supports better service and stronger client relationships.
Learning Objectives
After completing this unit, you will be ale to:
- View the Timeline of Interactions of the person in Maximizer.
- Know how to Filter for Interaction objects.
- Search for Interactions captured by a specific person.