The Activity section under a lead summary page serves as a comprehensive log of all interactions, communications, and events related to a specific lead throughout the engagement process. Its primary purpose is to provide you a centralised platform to track and manage lead engagement efficiently.
Here's a detailed breakdown of its functionalities:
- The Lead Activity page captures details of lead creation, including the lead's name & creator, communication history (email, SMS, meeting), and related notes, etc.
- The centralised platform allows adding notes, emails, SMS, and meetings for each lead, documenting observations and feedback for future reference and decision-making.
- Moreover, it facilitates the recording of meetings and communication activities, ensuring all interactions are documented for efficient communication management.
Optional Reading: To learn more about creating a lead, the lead listing page, and the lead summary, click here: Create a Lead, Lead Listing.
To navigate to the lead activity page, follow these steps:
- Navigate to the main navigation header bar and click on Leads.
- You will find a list of all leads. By clicking on a lead, you will be redirected to the Lead Summary page. Then, navigate to the Activity section.
- Here you can find all the activities related to the lead.
- Click on the (+) button and select any option as per you needs.
Lead Summary Page - Activity
The three sections on the Activity page - Older, Last 30 days, and Upcoming - provides a standardised way of organising lead-related activities, making it easier for you to navigate and understand the information presented.
The Refresh option updates the page for the latest data, while Search helps quickly find specific lead activities.
Clicking on any record within the activity tab will direct you to the specific section to view the record in detail. For example, clicking on a note within the activity tab will redirect you to the Notes section of that particular log to view its details.
Optional Reading: To learn more about Lead Notes, Lead Email, and SMS, click here: Lead Notes, Lead Mail, and Contact Leads and its Contacts.
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