Prospect History

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2 min read

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

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

saphyte prospects tab

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.

saphyte search box

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.

saphyte general information

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.

saphyte history

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

saphyte activity feed