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 | Multi+search | |
Status | Multi+search | |
Actitivity | Multi+search | |
Date | Date+time | |
From | Multi+search | |
To | Multi+search | |
By | Multi+search | |
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
Columns Displayed in Notes | ||
Column Name | Column Filter Type | Description |
Note | Multi+search | |
Type | Multi+search | |
Date | Date+time | |
Agent | Multi+search | |
Call Activity
Displays all call details, such as Talk Time, for all incoming and outgoing calls made to and from the lead
Columns Displayed in Call Activity | ||
Column Name | Column Filter Type | Description |
Talk Time | Time | |
Date | Date+time | |
Phone | Multi+search | |
By | Multi+search | |
Document
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 | |
Created By | Multi+search | |
Date Created | Date+time | |
Document Type | Multi+search | |
Assignment
Contains the list of all assigned agents to the lead
Primary agent indicated by a green checkmark
Columns Displayed in Assignment | ||
Column Name | Column Filter Type | Description |
Primary | Multi+search | |
Agent | Multi+search | |
Job Title | Multi+search | |
Phone | Multi+search | |
Date | Date+time | |
Ext | Multi+search | |
Multi+search | ||