7. Lead Activity | Mobile App

This article will cover how to access the lead activity tab within a lead. Lead activity is a historical log of the status and ownership changes that have occurred to the selected lead.

Lead Activity Permission

The ability to view a lead's activity is dependent on a user's role and permission set. This part will demonstrate how to update the Lead Activity permission for a role.

• From the SalesRabbit Web App, navigate to "Settings" -> select "Roles & Permissions".

• Select the "Role" you wish to edit this permission for -> either enable or disable the "Status" toggle for that role's ability to view Lead Activity.

Lead Activity (iOS)

The part will demonstrate how to view the activity for a specific lead on the SalesRabbit iOS mobile app.

• From the SalesRabbit iOS mobile app, navigate to the "SalesHub" and select on an existing lead.
• Click the pencil "Edit" icon to access the lead. The lead's activity can be found within the lead.
  • Tip: to quickly navigate to "Activity" click the "See Activity" button above the editing icon.

• Navigate to "Activity" in the navigation bar at the top of the lead info page.
• The activity page is a log of when the lead was created, when the lead's status was updated, and when changes in lead ownership occur.
• Note: a user's proximity to the lead's location is listed to the right of each action.

Lead Activity (Android)

The part will demonstrate how to view the activity for a specific lead on the SalesRabbit Android mobile app.

• From the SalesRabbit Android mobile app, select the three line icon in the upper left corner.

• Select "SalesHub".

• Select on an existing lead -> click the pencil "Edit" icon to access the lead. The lead's activity is found within the lead.
  • Tip: to quickly navigate to "Activity" click the "See Activity" button above the editing icon.

• Navigate to "Activity" in the navigation bar at the top of the lead info page.
• The activity page is a log of when the lead was created, when the lead's status was updated, and when changes in lead ownership occur.