Article Overview
This article will cover how to access the activity tab within a lead.
Part 1: The Activity Tab
- Log in to your account by launching the SalesRabbit app on your Android device. 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 or the "See Activity" button.
- After you select the 'Pencil' icon, this will pull up the lead information page.
- Then Select "Activity", which will take you to the Lead Activity 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.
Pro Tips
- The Lead "Activity" tab can be hidden from users through the Lead Activity permission in Roles & Permissions.