| Easy html macro |
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| theme | {"label":"solarized_dark","value":"solarized_dark"} |
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| 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":""} |
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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 |
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| theme | {"label":"solarized_dark","value":"solarized_dark"} |
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| 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":""} |
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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 |
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| theme | {"label":"solarized_dark","value":"solarized_dark"} |
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| 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":""} |
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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 Notes |
Column Name | Column Filter Type | Description |
Note | Multi+search | Note content |
Type | Multi+search | The type of the note |
Date | Date+time | The date and time of note creation |
Agent | Multi+search | The user who creates the note |
Call Activity
Displays all call details, such as Talk Time, for all incoming and outgoing calls made to and from the lead
See Call Activity for more details
...
Contains all credit report documents generated for the lead
Saved in downloadable formats
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 |
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| theme | {"label":"solarized_dark","value":"solarized_dark"} |
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| 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":""} |
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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 |