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Customer & sales

Customer timeline

A chronological view of all events, messages, orders, and interactions associated with a customer.

How to use

See the exact order in which conversations, purchases, campaign engagements, and team notes took place.

Example

A customer first comments on a collection post, then asks a product question, and later places an order.

Not to be confused with

Chronological order does not prove that an earlier event directly caused a later purchase.

Related concepts