80 - Add Account Plan timeline with filterable plan history

Add an Account Plan timeline in CRUSH with a chronological view of meaningful plan changes—similar to a Salesforce History / Field History experience—with filters for activities, objectives, opportunities, and other categories (exact mix TBD with PM).

User story

As an AE or strategist working an Account Plan in CRUSH,

I want a filterable timeline of plan-related updates (not just a flat history list),

so that I can orient quickly, tell the story of plan motion, and drill into what changed without bouncing across unrelated tabs.

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Upvoters
Status

Planned

Board

2026 Fall-Winter

Tags

account_plans

Date

About 2 months ago

Author

Nick Campion

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