This article will guide you through the different options available to view the Lead Type History for a prospect or member.
1. Lead Hist. Icon
Search for the user under the Prospects or Members tab.
Click the LEAD HIST. icon to view a list of lead types this user has had with the respective date of the change.
2. All Detail Icon
Select the ALL DETAIL icon from the user's profile.
Click the Lead Type History link to access the information with the Date and Lead Type.
3. Through the Work It
Click the WORK IT icon from the user's profile.
From the pop up window, select the Lead Type History tab to view the list with the Date and Lead Type.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : General - Can access client options