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Lead History

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Where can I see the history and activities of my leads?

1. To see the history of your lead, go to the ‘Leads’ section.

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2. Under the Leads List, choose the lead profile you want to view.

3. The profile of your lead will appear, providing the general information related to your lead – the email, phone number, language, the company the lead works for, address. Also below, you will find to which Vendor, Manager, and Department the lead was assigned.

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4. When you scroll down, you can see the History and Activity Feed. The History section shows the lifecycle of your lead – when it was created and converted. The Activity Feed shows the activities performed in the system related to your Lead.

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