⭐️ Pipeline is a new Add-On Feature available to Grow subscribers ⭐️
For customers looking to purchase or demo, join our live demo.
For customers with access to Pipeline, watch our on-demand webinar.
Activity tracking
All lead activity is captured in the lead activity panel. That activity includes, but is not limited to:
Changes to the status or stage of the lead
Modification to lead details, like square footage
Modifications to the lead budget
Proposal views or approvals by client
Manual and recorded meeting notes taken about the lead
If you have the Microsoft Office 365 or Google integrations set up, you'll also see activity for:
Emails about the lead
Meetings with the client about the lead
We highly recommend setting up your Microsoft Office 365 or Google integration.
Tracking all this activity helps ensure anyone looking at the lead knows where it stands and what action to take next.