# Customer Timeline

## Customer Timeline

### Overview

The Customer Timeline in Squarebox offers a detailed view of all interactions and updates related to a specific customer — all in one place. It helps your team track lead activity, understand customer history, and act quickly with full context.

### &#x20;How to Access

1. Go to the Customers section.
2. Click on any customer record.
3. On the right panel, you will see the Customer Timeline.\\

### &#x20;What You Can See in the Timeline

The timeline displays a chronological log of all customer-related events, including:

* &#x20;Template Sends (e.g., campaigns, automations)\\

* &#x20;Automation Actions (e.g., state updates, tag changes)\\

* &#x20;Tag Additions or Removals\\

* &#x20;Lead State Changes (e.g., New → Interested)� Agent Actions (e.g., manual replies, status changes)\
  \\

### &#x20;Key Fields Displayed

Along with activity logs, the customer panel shows:

* Mobile Number
* Email
* Status (Active, Inactive, etc.)
* Tags
* Segments
* Lead State

This makes it easy to assess a lead's current stage at a glance.

### &#x20;Benefits

* Get a complete customer story in one scroll
* Avoid confusion between team members
* Identify where leads dropped off or engaged
* Improve follow-ups with context-driven communication\\

### &#x20;Best Practices

* Use the timeline to check if a customer received the correct templates or automations.
* Before calling or replying, glance at the timeline to understand their recent journey.
* Combine timeline data with filters (tags, segments, lead state) to prioritize leads.\\

<figure><img src="https://2070687034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbrBIFvYkx0aJHsYSE7v0%2Fuploads%2FC9L8jxZ9SNWXRmUf8rPQ%2Ftimeline.mp4.gif?alt=media&#x26;token=9fb81f12-8231-4c6f-9926-a32bf6c79b9c" alt=""><figcaption></figcaption></figure>
