Article Overview
This article will cover how to access the activity tab within a lead.
Step 1 - Find Activity Tab
- Log in to your account by launching the SalesRabbit app on your iOS device. (The SalesRabbit app must be downloaded from the app store before you can launch the mobile app). Then click on the 'SalesHub' button at the bottom of your screen.
- The 'Activity' section is found within the lead. Click on a dispositioned lead within an account. Then click on the 'Pencil' icon in the top right-hand corner of the lead menu screen.
- After you select the lead. You will need to click on the 'Pencil' icon to pull up the lead menu.
- Now that you are in a lead you can see the 'Activity' tab at the top of the screen. The 'Activity' tab will show you the complete history for each lead in your account.
- When you create a lead it will mark the date and time that the lead was created in the 'Activity' tab. It will also mark the date and time of who created the lead.
- The 'Activity' page will also update with more information once you change the lead status for a lead. It will mark the date and time when you update the lead status, or if you change the lead ownership. This will allow you to keep track of where this lead is within your sales cycle.
- You also have a section at the top of the screen to see when the lead was 'Last Updated.'