Lead Assignment History

The Lead Assignment History page is available to Accounting, Admin, and Sales roles.

The Lead Assignment History page contains information about Lead Assignment transfer and ownership. Users can search leads and sort leads by date (New-Old or Old-New).

The information displayed includes:

• Date/Time, User
• Action (assigned to me, assigned from me)
• Lead (client name with hyperlink to Client Details page, address)

Link to Main Page

Main Page -- Dashboard