History of Interactions and Activities of a lead
What is the history of interactions and activities?
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.