Contact Activity & History

Jump To:

• Where to Find Activity Logs
• Activity Types
• Lead Source
• Notes and Phone Calls
• Active and Completed Campaigns
• Status Updates

Where to Find Activity Logs

Each contact has a comprehensive activity history. There's a few ways to view this:

• You can see the Activity log in the Follow-Up Tasks page by clicking on the contact's name and scrolling down on the righthand-side panel to Activity
• You can search the contact's name and click on the Activity tab within their contact profile page

After clicking Activity, you will be able to see:

• Dates/Times for status updates, appointments, workshop registrations, campaigns, and calls
• Lead Source
• Active and completed campaigns
• Previous notes

Activity Types

Lead Source

1. Date and Time the lead was created as a contact
2. How the lead was added (registrant, appointment request, manually added)
3. Source 

More about Sources 

Notes and Phone Calls

More about Notes

More about Calls

Active and Completed Campaigns

1. When the contact was added to the campaign queue
2. The date and time that the workshop was sent
3. The type of media that was sent (Email or SMS)
4. When the campaign was completed, or the contact was removed from the campaign queue

   
   

   
   

Status Updates

1. The previous status
2. If the status change affected the current phase 
3. The new status + timestamp and user who made the change

Status and Phase FAQs