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.
Information: To learn more about creating a lead, the lead listing page, and the lead summary, click here: Create a Lead, Lead Listing & Lead Summary.
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
Note: 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.
Note: The Refresh option updates the page for the latest data, while Search helps quickly find specific lead activities.
Information: 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.
Information: To learn more about Lead Notes, Lead Email, and SMS, click here: Lead Notes, Lead Mail, and SMS.