Prospect History

admin

2 min read

Updated: November 29th, 2021

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

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

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

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.

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.