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The Lead Event Feed
The Lead Event Feed

Find out where all the history on a lead is stored and displayed

Amalia avatar
Written by Amalia
Updated over a week ago

The Lead Event Feed is located on the right side of the Lead and displays the actions of employees.

Events cannot be deleted from the Feed so you can see everything that happened to the Lead.

The following events are logged here:

  • changes in the status, type, and deadline of a Lead

  • changes of a client, location, or manager in a Lead

  • adding a comment, photo, or document to a Lead

If you put the mouse cursor over the event icon, you will see the date, time, and name of the employee who performed the event.

You can perform the following actions in the Event Feed:

1. Create a task, add a document or image. To do this, click the "+" button and select an action:

  • Create task — creating a task that will be associated with this Lead

  • Take a photo — capturing a photo with your webcam

  • Attach file — adding an image or document from your PC

Important: The file size should not exceed 5 MB.

2. Add a public or private comment. To do this, simply start typing your text at the bottom of the Event Feed. By default, the comment is public but, if necessary, you can click the eye icon to make it private.

Public comments are visible to all employees that have access to the Lead. A private comment can be seen only by the employee that left it regardless of the access rights. Private comments are highlighted in yellow.

Note that if you press Enter, the comment will be sent. If you press Shift + Enter, you will get to the next line.

At the top, there is a switch to see All events or only Comments.

If necessary, you can hide and then expand the Event Feed again. To do this, click the arrow:

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