When no lead is selected, the default view of the Application Panel only display these sections.
Lead History
Contains a log of every action taken on the lead by the system or any user
Always the first section of the Application Panel
Columns Displayed in Lead History | ||
Column Name | Column Filter Type | Description |
Action | ||
Status | ||
Actitivity | ||
Date | Date+time | |
From | ||
To | ||
By | ||
Notes
Displays all the notes created via the Notes action tool, follow ups, and manager review notes for a lead
Displayed notes cannot be deleted
Call Activity
Displays all call details, such as Talk Time, for all incoming and outgoing calls made to and from the lead
Document
Contains all credit report documents generated for the lead
Saved in downloadable formats
Assignment
Contains the list of all assigned agents to the lead
Primary agent indicated by a green checkmark