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Lead Activity Log

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

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

When activity will be logged for a specific lead?

  • After the lead is created.
  • When making a note and clicking contacted today an activity will be logged that you contacted the lead on a specific chosen date from the calendar.
  • Added attachment.
  • Attachment deleted.
  • When lead is assigned to a staff member.
  • When the 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

lead activity

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