Viewing Lead Activity
Every lead has a full activity history that records every campaign action taken and every message exchanged. To view it:
- Go to Leads in the sidebar.
- Click the lead's name to open their detail page.
- Scroll to the Activity section.
What's Tracked
- Campaign steps executed (timestamp, status, account used)
- Connection request sent / accepted / rejected
- Messages sent and received
- Profile visits
- Post likes and comments
- Follow actions
- Tags added
Adding Notes to a Lead
You can add internal notes to a lead record (not visible to the lead). Notes are useful for recording context like a phone call outcome or a qualification note.
- Open the lead's detail page.
- Click Add Note.
- Type your note and click Save.