To track the activity of a lead in Nexved CRM, follow these steps:
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Open the Lead: Navigate to the lead profile that you want to track the activity for.
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View the Activity Log: In the lead modal, click on the Activity Log tab.
The Activity Log will display all important actions and updates related to that lead.
When Will Activity Be Logged for a Lead?
The system will automatically log activities in the following scenarios:
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Lead Creation: When a lead is created, it will be logged.
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Contacted Today: If you make a note and select "Contacted Today," an activity will be logged with the date and time when you contacted the lead.
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Attachment Added: When an attachment is added to the lead profile.
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Attachment Deleted: When an attachment is removed from the lead profile.
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Lead Assigned to Staff Member: When the lead is assigned to a staff member, the activity will be recorded.
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Lead Status Changed: When the lead's status is changed, either by dragging and dropping in the Kanban view or manually from the lead modal.
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Lead Marked/Unmarked as Lost: When a lead is marked or unmarked as lost.
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Lead Marked/Unmarked as Junk: When a lead is marked or unmarked as junk.
This activity log helps keep track of all important actions taken on the lead, ensuring transparency and easy reference for the team.