Lead History

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2 min read

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

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

saphyte  leads tab

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data, or just select the lead profile from the leads list.

saphyte search box

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.

saphyte  lead information

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.

saphyte lead history

The Activity Feed shows the activities performed in the system related to your Lead.

saphyte lead activity feed