What is the history of interactions and activities?
Moreover, they are listed in ascending order. So, 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 that are sent & received with this lead.
- Notes that are left by any team member so any other user stays updated on any relevant info.
- Texts that are sent to this lead.
- Tasks that are assigned and their statuses.
- Workflow steps changes.
- Chatbot conversations that are initiated by this lead.