Lead History section will give you provides an outlined detailed view of the different representatives who have interacted with the lead or viewed it, previous dispositions added, time and date stamps. This area is a great road map to understand the behavior behaviour of a particular lead.
Lead History is a technical and tabular form logging of every action that was performed on individual leads in a campaign.
On any lead you can view the lead history by selecting the Lead History tab above the lead information.
You can access the lead history while feeding through a campaign or by searching for a particular lead using the search icon in the top right corner.
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In this case I can see that the lead was fed most recently from the campaign, most importantly I can see the last disposition added to the lead, which was 'Callback'.
From this screen shot I can see The table below provides a brief summary of the different columns present in Lead History:
Field | Details |
User | Refers to the name of the agent who performed the action |
Action/Disposition | Refers to the Log of all the actions and dispositions that occurred on the individual lead |
Date | Refers to the timestamp at which the action/disposition was performed |
To view a lead history, follow the steps given below:
1. Navigate to the lead page for which you wish to view the history.
2. Click the Lead History tab.
The Lead History will be displayed.
Note: Alternatively you can access lead history by searching for a specific lead using the search function of the DaFeeder.
Action/Disposition
The Lead History provides a complete understanding of every action on the lead as you can find all the previous dispositions, all the representatives and the time and date that the lead has been handled. Giving a complete understanding of the Lead's HistoryThe table below provides a brief summary of the different possible actions you see in the Lead History's Action/Disposition column.
Action/Disposition | Description |
Lead fed from campaign | Lead has been generated automatically to the agent working in the campaign |
Lead direct viewed | Agent performed a lookup and searched for this specific lead |
Call to xxxxxxxxxxxinitiated from xxxx*xxx | This action will appear when the call button is clicked on the lead. It implies that an attempt was made by the agent to contact the customer. |
Recycled | This implies the lead has been recycled before and went back to an Open state. |
*Every Disposition's name* | Each disposition's name can appear in the lead history depending on how the lead has been dispositioned before. The different disposition may have different meaning depending on the action associated with the dispositions. |