Source: https://www.revvly.ai/docs/concepts/crmActivity CRM # Activity timeline Notes, documents, emails, meetings, and tasks — the running history on any client, contact, or lead. ## Overview Everything you record against a relationship lands on one timeline. Notes are free text and can be pinned. Documents are files — contracts, proposals, decks — uploaded and downloaded through short-lived signed links, each tagged with a category. Emails are captured by the inbox integration or logged by hand, inbound or outbound, with the body and when it happened; synced mailbox threads also appear on Conversation beside the mail you sent from Revvly, gated on the CRM flag. Looking at a sent email in Conversation does not count as the recipient opening it. Meetings record that you met: the time, who was there, where, and what came of it — logged by hand, or arriving from Calendly when a booking is made. Tasks are the to-dos you and your team work, and can be pinned to a due date that follows a CRM moment such as a lead changing stage or a contract expiring. The timeline merges all of them into a single, paginated feed ordered by when each thing happened — so ‘catch me up on Acme’ has one place to look, with meetings still to come shown separately above it rather than buried in history. Every entry records whether a person, the Revvly Assistant, or the API created it. ## How it connects This concept highlighted in context. Click a peer to navigate. Related Client Lead Activity timeline Related Contact Contract - Attaches to a Client, Contact, or Lead - Merges notes, documents, emails (including synced mailbox threads), meetings, and tasks into one feed - Readable and writable by the Revvly Assistant ## Key fields What you’ll see when creating or editing a Activity timeline. - **Subject**: What it is attached to: an Organization, a Contact, or a Lead - **Notes**: Free text, optionally pinned - **Documents**: Files with a category: Contract / Proposal / Deck / Other - **Emails**: Direction, subject, body, and when it happened — including synced mailbox threads on Conversation - **Meetings**: When, who attended, where, and the outcome: scheduled, held, no-show, or cancelled - **Tasks**: To-dos with status, priority, and event-anchored due dates - **Created via**: Direct / Assistant / API ## Example Acme's timeline Latest Email · sent proposal Pinned note Renewal owner is Dana Documents 2 (1 contract)