SSalesCrew

deals · 1 min · reviewed 2026-10-03

How do I see every email, call and message with a person in one place?

Open the opportunity and click the All channels tab. It shows every touch with the person. That means email, calls, SMS, WhatsApp, DMs, chat, comments and notes. It also shows their other leads and opportunities. The oldest is at the top.

What you will need

  • The All channels timeline switch on. An admin turns it on in Settings, under Deployment.
  • Access to sales data. The admin role on its own cannot read a timeline.

Steps

  1. 1

    Step 1

    Open the opportunity.

  2. 2

    Step 2

    Click the All channels tab.

  3. 3

    Step 3

    Click a channel chip, such as Call or SMS, to see only that channel. Click All to see them all again.

  4. 4

    Step 4

    Click Load earlier at the top to read older rows.

Common errors

The tab is missing. The switch is off. Ask an admin.
The tab is missing. The switch is off. Ask an admin.
"You don't have access to that inbox". The message came into an inbox you cannot open. Ask a manager for access to that inbox.
"You don't have access to that inbox". The message came into an inbox you cannot open. Ask a manager for access to that inbox.
No emails show. Turn on Email on the timeline too.
No emails show. Turn on Email on the timeline too.
"Showing the 50 most related records". This person has many records. Open one of them to see its own rows.
"Showing the 50 most related records". This person has many records. Open one of them to see its own rows.

How you know it worked

The tab lists the person's emails, calls and messages in date order. A chip shows only that channel.

Where this goes in SalesCrew

The All channels tab lists the person's emails, calls and messages in date order. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.

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