Lead Activity Log

Started 1 year ago by Thulo Support Team in Thulo Cloud

This guide will help you to track lead activity.

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

All important actions will be saved as an activity log for this lead.

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When activity will be logged for specific leads?

  • After the 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 kanbanย with drag and drop or manualy from the modal.
  • Lead marked/unmarked as lost
  • Lead marked/unmarked as junk
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