Learn what a lead activity is and where to find them.
What's included in this article?
What is a lead activity?
A Lead Activity is anything that happens with or to a lead that needs to be tracked. This includes stage and status changes, communications sent directly from Enroll, event attendances, and more. Lead Activity is automatically tracked in the Activity Log. It is also possible to manually track lead activity, which is useful when tracking activities that happen outside of the software (like an in-person event or a phone call).
Where do I find lead activities?
By clicking on the three dots on the row of the student in question, there is an option for Activity Log. Once there, lead activities can be reviewed, filtered, and new activities created all in one place!
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