Contact Profile & Journey Timeline View

The Contact Profile & Journey Timeline View gives agents a single, unified screen for every contact in NurtureHub. All engagement history, CRM activity, lead scoring, email performance, and compliance data are consolidated in one place — no tab-switching, no cross-referencing.

Overview

When you open a contact, you land on a screen divided into two main areas:

Profile Panel — static and scored attributes about the contact
Timeline — a live, chronological feed of every touchpoint

Profile Panel

Contact Details & Category

The top of the profile panel displays the contact's core details alongside their currently assigned category (e.g. Seller, Landlord, Buy-to-Let Investor, Active Tenant). You can override the category at any time using the Change Category control — this will prompt you to confirm, as it may trigger a new nurture sequence.

Lead Score & Score History

The current lead score is shown prominently, calculated in real time from engagement signals. A score history chart below it shows how the score has moved over the contact's lifetime in the platform — useful for spotting sudden spikes in engagement or periods of inactivity.

Hot Lead Indicator

When a contact's lead score exceeds the configured hot lead threshold, a Hot Lead indicator is displayed at the top of the profile. This mirrors the alert that is sent to the agent at the moment the threshold is crossed.

Journey & Stage

The current journey stage is displayed within the profile, showing where in the nurture sequence the contact currently sits. From this view you can:

Manually trigger a new journey — restarts a fresh nurture sequence for the contact, useful after a long period of inactivity or a significant life event
Override the category — reassigns the contact and initiates the appropriate sequence for the new category

Email History

A full log of every email sent to the contact is accessible from the contact view. Each entry shows:

Field	Description
Subject	The email subject line
Sent date	When the email was dispatched
Open status	Whether the email was opened, and when
Click status	Whether any links were clicked, and which ones

This gives agents immediate visibility into how an individual contact is engaging with content, without needing to consult campaign-level reports.

CRM Activity Log

NurtureHub syncs activity from agentOS bidirectionally. The CRM activity log within the contact view surfaces events from agentOS — such as viewings, valuations, offers, and applicant notes — directly alongside NurtureHub engagement data.

CRM events appear inline in the timeline in chronological order, so agents get a complete picture of the relationship without leaving NurtureHub.

Timeline

The timeline is a unified, reverse-chronological feed that combines:

Emails sent, opened, and clicked
Journey stage changes
CRM activity synced from agentOS
Agent-added notes
Consent capture and change events
Hot lead threshold crossings

Each event is timestamped and labelled by type, making it straightforward to reconstruct the full history of a contact relationship.

Adding Notes

Agents can add free-text notes directly from the timeline. Notes are timestamped and attributed to the agent who added them. They appear inline with all other events.

Attribution Chain

The attribution chain shows which campaign touchpoints influenced a pipeline outcome (e.g. a new instruction, a viewing booked, an offer made). This is displayed on the contact view when a pipeline outcome has been recorded.

Each touchpoint in the chain is listed in order, showing:

The email or interaction that contributed
The date it occurred
The role it played in the path to conversion

This gives agents and managers clear evidence of how the nurture activity is contributing to business outcomes.

Compliance & Consent Audit Trail

The consent audit trail is accessible from the contact view and records every consent-related event for the contact, including:

When consent was first captured
The method and source of capture
Any subsequent changes or withdrawals
The timestamp and context of each event

This log is read-only and is intended to support GDPR compliance and audit requirements. It cannot be edited or deleted.

Quick Reference

Action	Where to find it
View lead score history	Profile panel — score history chart
Override contact category	Profile panel — Change Category
Trigger a new journey	Profile panel — Trigger New Journey button
View email open/click status	Email History section
See CRM activity from agentOS	Timeline or CRM Activity Log
Add a note	Timeline — Add Note
View consent history	Compliance section — Consent Audit Trail
View attribution chain	Attribution section (visible when pipeline outcome recorded)