CRM
Customer journey view
Visualise a customer's entire history across sales, CRM, and support in one timeline.
3 min read
The Customer Journey shows a visual timeline of every interaction a contact has had with your business — from the first inbox message or lead entry, through quotations and invoices, to payments. It helps your team understand context before making contact.
- Go to CRM → Customer Journey and search for a contact.
- The timeline shows CRM activities, sales documents, and communication history in date order.
- Click any event to open the source record (lead, invoice, conversation).