Sections in Application Panel (Right Side)

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	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	The perosn who make the action The action can also be performed by the system

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	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
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	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
- 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	Checked button indicates this agent is the primary agent
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 assignemet is executed
Ext	Multi+search	The extention number of the user
Email	Multi+search	The email of the user