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Lead Activity Log

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

All import and actions will be saved as activity log for this lead.

When activity will be logged for specific lead?

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

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