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The following is an example of a Lead History.
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Based on the lead history it can be seen which representatives have interacted with it in the past and when.
For instance, in the above screenshot, the lead was called three times before being closed. The first call was dispositioned as callback, second one as No Answer and after the third time reaching out to the client, the latter confirmed he wasn't interested any further.
The Lead History provides a complete understanding of every actions on the lead as we can find all the previous dispositions, all the representatives and the time and date that the lead has been handled.
Lead History Action/Disposition
| Action/Disposition | Description |
|---|---|
| Lead fed from campaign | Lead has been provided automatically to the agent from the campaign |
| Lead direct viewed | Agent has searched for this specific lead. |
Call initiated to xxxxxxxxxxx from xxx | This action will appear when the call button is clicked on the lead. This imply that an attempt was made by the agent to contact the customer. |
| Recycled | Seeing this action implies the lead has been recycled before and went back to an Open state. More details in the recycle section of Manage Campaigns. |
| *Every Disposition's name* | Each disposition's name can appear in the lead history depending on how the lead has been dispositioned before. |