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The Full Convo tab merges every channel into one chronological history, so you can read a relationship end to end without switching tabs. It is also where you record touches that happened outside ProPilot, like an in-person meeting or a call from your personal phone.

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What appears in Full Convo

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Log off-platform activity

Manual logging stays collapsed until you need it, so it does not get in the way of normal texting.
1

Click Log activity

Open Full Convo, then click Log activity to expand the log composer.
2

Choose the activity type

Pick Meeting, Call, SMS, Email, or Other.
3

Set when it happened

Use the When field to set the date and time. Backdating is allowed - if the meeting was last Tuesday, set last Tuesday and the entry slots into the timeline at that point.
4

Add notes and save

Note what was discussed, key takeaways, and next steps, then click Save Log. The timeline scrolls to your new entry.

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Editing a log entry

Every manual log card has a pencil button. Editing lets you change the activity type, the event time, and the notes. Entries created automatically from real sends and calls cannot be edited - only manual logs can.

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Shared phone numbers

Some brokerages use the same phone number for several agents. ProPilot handles this without mixing up identities:
  • When the selected contact’s phone is used by multiple contacts, the conversation header shows a Shared number pill with the number of contacts that share it.
  • The SMS tab and Full Convo include the visible history for that shared number, so you see every text that traveled over the line.
  • Each SMS bubble and log entry gets a small context pill such as To Jason T Gray - 227 Ottawa Ave, so you always know which contact and property a message belonged to.
  • Contacts who merely share a number are not merged into one conversation. Threads only combine when the stronger identity signals (email first, then name) agree, so two teammates at the same brokerage stay separate.

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Common questions

Yes. Use Full Convo > Log activity, choose the type, set the time, add notes, and click Save Log.
Yes. Set the When field to the actual event time, even if it was days or weeks ago. The entry is placed at that point in the timeline.
Yes. Click the pencil button on the log card to change its type, event time, or notes.
The contact shares a phone number with others (common with brokerage office lines). The shared history is shown for completeness, and each bubble carries a context pill telling you who it was actually for.
Yes. Scheduled SMS appear in the timeline with their planned send time, so you can see upcoming touches alongside past ones.
Yes. Contact-only conversations support manual logs too - the entry attaches to the conversation itself.