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Contact record

How to review a contact's activity history (appointments, forms, payments, clicks)

In Contacts, open the contact and, in the right panel, click Activity. Events are grouped by day (Today, Yesterday…); click a card to see the details and the link icon to open the originating page or form.

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Before you start

  • You need access to Contacts and to the contact in question.
  • Activity records the contact's events from the moment it was created; earlier interactions don't appear.
  • If the activity section looks like the old version, turn on the new one from the contact page (the Activity Section Upgrade option).
Where to find it

Contacts › (open the contact) › right panel › Activity

Step by step

  1. In the left menu, click Contacts and open the contact.
  2. In the right panel, click the Activity icon.
  3. Scroll the list: events are grouped by day (Today, Yesterday, earlier dates), newest first.
  4. Each card shows the event type, the time, the campaign or source and, when there is one, a link.
  5. Click a card to see the event details.
  6. Click the card's link icon to open the associated address (for example the page visited or the form submitted).

Which events appear

  1. Contact created: when and through which channel.
  2. Appointments: booked, rescheduled or canceled.
  3. Forms, surveys and quizzes submitted, including Facebook and LinkedIn lead forms and the chat widget form.
  4. Payments made through payment forms (one-step or two-step).
  5. Pages visited and links clicked in emails and messages.
  6. Calls and changes such as DND being enabled (and by whom).

Tips

  • To see only exchanged messages and calls, use the center column of the contact page (the conversation); Activity is the event log.
  • If you need to find every contact with a certain activity (for example a form submitted this week), use date filters in a smart list instead of opening contacts one by one.
  • On mobile, the same section is available in the app, on the contact's activity tab.

Common problems

  • Activity is empty → The contact hasn't had any events recorded since it was created, or the events come from a channel that isn't tracked (for example a conversation outside Elooo CRM).
  • The page the contact visited doesn't show → Page tracking depends on the tracking code installed on your site; confirm it's on the site or funnel.
  • The card's link doesn't open → The originating form or page was deleted or unpublished. The event stays in the history.
  • It looks different from what's described → Turn on the new activity section from the contact page.

Frequently asked questions

Does activity also show opportunities?

The contact page shows events tied to the contact; their deals are in the Opportunities tab of the right panel.

Can I delete an event from the history?

No; activity is an automatic log and can't be edited.

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