To track lead activity open a lead modal and click on the Activity log tab.
All importand 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 manualy from the modal.
- Lead marked/unmarked as lost
- Lead marked/unmarked as junk