Article Overview
This article will cover how to access the activity tab within a lead.
Step 1 - Find the Activity Tab
- Log in to your account by launching the SalesRabbit app on your Android device. (The SalesRabbit app must be downloaded from the app store before you can launch the mobile app). Click on the three stacked lines in the top left-hand corner. Then click on the 'SalesHub' button.
- 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 'Pencil' icon, this will pull up the lead information page. When you create a lead it will mark the date and time that the lead was created. It will also mark the date and time when the lead was last updated.
- The 'Lead Information' 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. This will allow you to keep track of where this lead is within your sales cycle.