Overview:
See a full timeline of every interaction—emails sent, calls logged, status changes, file uploads—so you understand exactly where each lead stands.
Steps:
Open the lead record and click the History or Activity tab.
Use the Filter dropdown to show only specific activity types (Calls, Emails, Tasks, Proposals).
Click any entry to expand details or replay call recordings (if available).
Use the Search bar within history to find keywords or dates.
Export the timeline as a PDF or CSV via the Export button for offline review.
Tips & Best Practices:
Regularly review activity history before sales calls to refresh context.
Use filters to focus on recent high‑value interactions (e.g., last 30 days).
Export history for key accounts to share with management or in quarterly reviews.
Troubleshooting / FAQs:
Activity missing: Ensure the integration (email, phone) is properly connected under Settings → Integrations.
Filters not working: Clear any existing filters and reapply the one you need.
Export button disabled: Check that your role has “Export Activity” permission and that there is activity to export.