You can view a detailed log of significant changes made to Lead fields meaning you can track how a Lead has evolved over time and understand the actions taken throughout the sales process. The History will show changes made to a Lead, the changes will be timestamped and will identify the user that made the change.
Follow the steps below to view a Lead's history:
- On the Flex Cloud platform click Leads.
- Click the Lead Name you wish to view the history of. Note: you can use the filter at the top to search for a Lead by Lead Name. This opens the Edit Lead dialog box.
- Select the History tab.
- Listed is the Lead's History newest changes first.