How-to

Activity Report

  1. 1

    To view lead activities, go to Activity Report.

  2. 2

    Here you can see all activities performed on leads in detail.

  3. 3

    You can view the type of activity, the lead it was performed on, and the date/time of the activity.

  4. 4

    Use the Filter & Control section to filter activities by user, date, or activity type.

  5. 5

    This allows you to track specific user activities efficiently and monitor lead engagement.

πŸ’‘ Pro Tip: Use filters to track effectively

Filtering activities by user or type helps you focus on relevant actions and ensures accurate monitoring of lead interactions.