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Lead Activity Log

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Written by Elvin Khudiyev
Updated over 4 months ago

To track lead activity open a lead modal and click on the Activity log tab.

All important actions will be saved as activity log for this lead.

When activity will be logged for specific lead?

  • After lead is created.

  • When making a note and click contacted today an activity will be logged that you contacted the lead on specific chosen date from the calendar.

  • Added attachment.

  • Attachment deleted.

  • When lead is assigned to staff member.

  • When lead status is changed from kanban with drag and drop or manually from the modal.

  • Lead marked/unmarked as lost

  • Lead marked/unmarked as junk

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