History of Interactions and Activities of a lead

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aNinja brings you the history of all interactions and activities made for a lead in the lead view.

What is the history of interactions and activities?

Since the creation of a lead in your aNinja account, all the interactions and activities that you have made to this lead are saved in the history section.

They are listed in an ascending order. Users and team members are kept in the loop of the actions performed on this lead.

In the history you can view:

  • Calls made and their durations.
  • Emails sent to this lead.
  • Notes¬†left by any team member so any other user stays updated on the any relevant info.
  • Texts sent to this lead.
  • Tasks assigned and their statuses.
  • Workflow steps changes.
  • chatbot conversations initiated by this lead.
  • Triggers

Accessing the lead history

From the lead view, in the middle right of the page, you will see all the interactions and activities of the lead.

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