Activity Timeline for account interaction history
Key Takeaway
Activity Timeline shows an HCP or HCO account's past and upcoming activities on one tab, but admin settings, record access, and each record's own data decide which activities users actually see.
Activity Timeline is a tab on the account record page in Life Sciences Cloud. The tab gathers an account's past and upcoming activities, such as visits, inquiries, and emails, into one 360-degree view. Sales reps, Key Account Managers (KAMs), and Medical Science Liaisons (MSLs) use it to see their interactions with healthcare providers (HCPs) and healthcare organizations (HCOs) in one place. Having one place for these interactions supports collaboration, informed decisions, and pre-engagement planning.
What the Activity Timeline shows
Activity Timeline is one of the Life Sciences Cloud account management features. The "Activity Timeline" tab shows the supported activities for an HCP or HCO account, including both past and upcoming interactions. The timeline supports these standard activities:
- Inquiries
- Visits
- Assessment Tasks
- LifeScience Emails
- Survey Responses
The timeline also integrates with intelligent content. For visits, the timeline tracks the products discussed and the samples dropped. Custom activities that your organization tracks for HCPs and HCOs can also appear on the timeline.