Lead History
The Lead History page keeps track of all the leads that have been assigned to individual Sales Reps.
Lead History can searched by Sales Rep name. In addition, lead removal and assignment history can be viewed by using the “Removed From” and “Assigned To” dropdowns. Filter by start date and end date and use the Sort By Assignment Date to choose from New-Old or Old-New. The default Start and End date is the current date. The default Sort By date is New-Old.
The displayed information includes:
- Assignment Date, user who performed the action
- Lead (Name and address)
- Removed From (sales rep name)
- Assigned To (sales rep name)
Main Page -- Reports
Updated about 1 month ago
What’s Next