| Easy html macro |
|---|
| theme | {"label":"solarized_dark","value":"solarized_dark"} |
|---|
| contentByMode | {"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/716175201?h=e8efb5038f&badge=0&autopause=0&player_id=0&app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Application Panel Overview\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""} |
|---|
|
|
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
| Easy html macro |
|---|
| theme | {"label":"solarized_dark","value":"solarized_dark"} |
|---|
| contentByMode | {"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/721568395?h=316dc4200e&badge=0&autopause=0&player_id=0&app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Lead History\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""} |
|---|
|
|
Columns Displayed in Lead History |
Column Name | Column Filter Type | Description |
Action | Multi+search | Action performance at the time of |
Status | Multi+search | Status at the time of |
Actitivity | Multi+search | Activity at the time of |
Date | Date+time | The date and time of action/status/activity |
From | Multi+search | The user who was originally associated to the application |
To | Multi+search | The new user who is associated to the application |
By | Multi+search | |
Notes
| Easy html macro |
|---|
| theme | {"label":"solarized_dark","value":"solarized_dark"} |
|---|
| contentByMode | {"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/719183099?h=683e5590a1&badge=0&autopause=0&player_id=0&app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Notes\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""} |
|---|
|
|
Displays all the notes created via the Notes action tool, Follow Ups, and Manager Review notes for a lead
Displayed notes cannot be deleted
...
Columns Displayed in Document |
Column Name | Column Filter Type | Description |
File Name | Multi+search | The name of the file |
Created By | Multi+search | The user who creates the document |
Date Created | Date+time | The date and time of the document creation |
Document Type | Multi+search | They type of the document |
Assignment
| Easy html macro |
|---|
| theme | {"label":"solarized_dark","value":"solarized_dark"} |
|---|
| contentByMode | {"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/723039510?h=d038626683&badge=0&autopause=0&player_id=0&app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Assignments Application Panel\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""} |
|---|
|
|
Contains the list of all assigned agents to the lead
Columns Displayed in Assignment |
Column Name | Column Filter Type | Description |
Primary | Multi+search | Primary agent indicated by a green check mark |
Agent | Multi+search | The name of the user |
Job Title | Multi+search | The job time of the user |
Phone | Multi+search | The phone number of the user |
Date | Date+time | The date and time when the assignment is executed |
Ext | Multi+search | The extension number of the user |
Email | Multi+search | The email of the user |
...