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Prospect History

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

1. To see the history of your prospect, go to the ‘Prospects’ section.

history

2. Under the Prospects List, choose the prospect profile you want to view.

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

lead

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

lead