Lead Activity Log
Started 1 year ago by Thulo Support Team in Thulo Cloud
This guide will help you to track lead activity.
Body
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.
ย
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
Tags: lead-activity-log
-
No one is replied to this thread yet. Be first to reply!