Dashboard Attendance Leaves

9+

© 2025 CDQP Design Webtech Pvt Ltd. All Rights Reserved.

Lead History

Jul 13, 2025 • 3:45PM

Lead Stage Changed

Stage: Contacted→Stage: Closed

Created by Jane Smith • Salesperson

Assigned by Olivia Lee • Manager

Jul 10, 2025 • 1:45PM

Note Added

Followed up with the lead. They are interested in a demo next week.

Created by Jane Smith • Salesperson

Assigned by Olivia Lee • Manager

Jun 25, 2025 • 9:30AM

Lead Rating Changed

Rating: 2→Rating: 4

Created by Mike Ross • Salesperson

Updated by Rachel Zane • Manager

Assigned by Rachel Zane • Manager

Jun 22, 2025 • 10:00AM

Lead Rating Changed

Rating: 3→Rating: 5

Created by Jane Smith • Salesperson

Updated by Olivia Lee • Manager

Assigned by Olivia Lee • Manager

Jun 20, 2025 • 10:00AM

Lead Stage Changed

Stage: New→Stage: Contacted

Created by Jane Smith • Salesperson

Assigned by Olivia Smith • Manager

Jun 18, 2025 • 2:00PM

Note Added

Left voicemail for lead. Awaiting response.

Created by Mike Ross • Salesperson

Assigned by Rachel Zane • Manager

Jun 15, 2025 • 4:15PM

Lead Stage Changed

Stage: New

Created by Rachel Zane • Salesperson

Assigned by Harvey Specter • Manager