History of Interactions and Activities of a lead
What’s the history of interactions and activities
Moreover, they are listed in ascending order. So, the users and team members are kept in the loop of the actions performed on this lead.
In the history section you can view:
- Calls made and durations.
- Emails sent & received with this lead.
- Notes that are left by any team member so any other user stays updated on any relevant info.
- Texts sent to this lead.
- Tasks assigned and their statuses.
- Workflow steps changes.
- Chatbot conversations initiated by this lead.
Accessing the lead history
From the lead view, in the middle right of the page, you can see all the interactions and activities of the lead.You can also filter activities and interactions that appear in the history section from “All Interactions” dropdown:
Including: Calls, Chatbot Conversations, Emails, Email Sequences, Notes, Text Sequences, and Tasks.