CUSTOMER RECORDS / 5 MIN READ
Read a contact Journey
Understand saved touchpoints and the limits of connected activity.
Plan: Starter4 clear steps
Follow the steps
01
Find the person
Search People for the contact and open their detail view.
02
Open Journey
Review saved forms, notes and matched activity in chronological order.
03
Check the source
Open an entry to understand whether it came from a form, teammate action or an approved connection.
04
Record the next step
Add a note or task when the history supports a concrete follow-up.
BEFORE YOU MOVE ON
Check the result
The next step has an owner and the Journey still distinguishes recorded sources.
Worth knowing
An empty Journey does not prove there was no off-platform conversation.