Classic - Sections in the Application Panel (Right Side)

Lead History

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

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

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

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

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