Viewing call, SMS, and email history

Every call, SMS, and email sent to or received from an investor is logged automatically on their profile. This is your team's shared memory of every conversation.

Where to find it

Open the investor's profile and switch to the Reviews tab. You'll see a chronological feed of all past interactions.

Calls

Each call entry shows:

• Direction (inbound or outbound)
• Duration
• Who made the call (for team accounts)
• Notes captured during the call
• Disposition (connected, voicemail, no answer, bad number, etc.)
• A recording link if available

SMS

Each SMS entry shows:

• Direction and timestamp
• Message body
• Delivery status (delivered, failed, pending)
• Reply status (replied, no reply)

Emails

Each email entry shows:

• Subject and body
• Opens and clicks (when tracking is available)
• Any replies

Why this matters

Before making a call or sending a message, open the investor's history to avoid repeating yourself, reference past conversations, or follow up on a specific commitment they made. For teams, this also prevents two people reaching out at the same time.