Viewing the Pipeline Record's Timeline

The timeline view in BoldSales gives you a complete, chronological record of all updates and activities performed on a pipeline record. It brings together every field change, user action, automation update, and related activity, helping you see how the record has progressed over time. This article explains how to access the timeline from the pipeline details page, review all updates in one place, and use filtering options to quickly find the specific activities you need.

Accessing the timeline

1. Go to the Pipelines module from the left sidebar or use the shortcut: G + D. Select the specific pipeline record to open its details page.
   
2. In the details page, go to the Activities tab. You can see the Timeline section on the right.

Viewing timeline details

The Timeline helps you track all interactions, updates, and system-generated changes related to a pipeline record.

In this section, you can view

• What changed: Each entry shows the exact update performed. For example, field value changes, automation updates, related records association, tag updates.
• Who made the change: The timeline indicates whether the update is performed by a user in your workspace or generated automatically by the system.
• When the change occurred: Every activity in the Timeline includes a timestamp showing the exact date and time the update happened. BoldSales automatically adjusts these timestamps based on the logged‑in user’s time zone, so each person sees activity times correctly even when team members are working from different regions. If a user updates their time zone in their profile settings, all timeline timestamps adjust accordingly to match their new local time.

Filtering the timeline

1. Click the button to narrow down updates and quickly find specific records.

Activity type

You can refine the results further by selecting which types of activities to display. Click the All dropdown to choose from the available activity categories.

The dropdown includes categories such as:
All, Field updates, Contacts, Companies, Pipelines, Emails, Calls, Tasks, Events, Notes, Files, Tags, Webhooks, Documents.

Selecting an activity type changes the timeline results.

Count

The Count option controls how many timeline entries are displayed at once. You can choose to view a specific number of the most recent or initial records or display all records if needed.

Available options include:

• Recent 10/20/50/100 – Shows the most recently added records.
• Initial 10/20/50/100 – Shows the earliest (first added) records.
• All – Shows every record in the list.

Date range

The Date range filter lets you narrow down records based on when the timeline entries were created. You can choose a preset range or define a custom period.

Preset options include:

• Today
• Yesterday
• This week
• This month
• Last month
• Last 6 months
• This year
• Last year
• Custom range

Added by

Use the Added by filter to view updates based on who performed the action:

• All – Shows updates made by all users and automation.
• User – Manual changes made by a specific user.
• Workflow automation – System‑triggered updates.
• Auto assignment automation – Automatic assignment changes.

2. Click Apply to filter the records or Reset to clear your selection.

The below images shows how to Filter Timeline.