The Event History tab will give a quick view of all the Events ever setup in the database for a given Lead.
The Events are sorted from most recent to oldest.
- Click on the Lead > Full Search option on the Navigation Bar and enter the name of the contact you are searching for.
- From the search results, click the hyperlink for the first or last name of the contact to go to the Lead View.
Load History
- To view any events associated for the lead:
- Go to the Event History tab
- Click the Load History button.
- There are also some filter options available:
- Show events for: Drop down to choose between the lead or the lead’s business.
- History: Choose between the pre-set date ranges available.
- Start Date and End Date: Enter a custom date range to search.
- Status: Choose what statuses the events should be in for the results.
- Example: Unchecking a Cancelled status would hide those in the results.
- Click Load History once you have changed the filters.
Show Menu
Use the Show Menu button to view a summary of the menu items listed on the lead’s past proposals.