When managing a lead project, notifications appear just as they do in any other project. These alerts provide updates on important changes and activities related to leads.

Clicking on a specific notification opens the relevant section of the lead record that requires attention. Notifications are triggered for key lead updates, including:

These notifications help keep the team informed and enable timely action as leads progress through the sales pipeline.

Monograph automatically tracks activity on your open leads to ensure no prospective project slips through the cracks. By pulling emails and calendar events directly into the lead's activity feed, Monograph monitors for gaps in communication, alerts you when a lead becomes inactive, and suggests the best next step to revive it.

You will see a notification in your Smart Inbox regarding the Lead Activity, prompting you to follow up. Click on Add to send an email and follow up. This will also add the email to the lead activity.

To give you complete visibility, the lead activity feed now displays a comprehensive history of client interactions alongside your standard notes and time logs:

You can click the arrows to expand the activity text, which will allow you to view notes and attachments.

The Note box will allow you to include any notes that are important to track regarding the lead. Just like Project Notes, you can manually type any notes, upload a file to transcribe, and attach a file to a note.

After the necessary notes are added, click Add to save. All notes will remain in the Activity tab, which will be available to all users who can access leads.