The Lead Activities page provides a complete timeline of all interactions and information associated with a lead. It helps you track communication history, manage lead details, organize related email addresses, add internal notes, and monitor label changesāall from a single view.
Accessing Lead Activities
To view a lead's activities:
Navigate to Campaign's Lead section
Click on the desired lead.
The Lead Activities panel will open, displaying multiple tabs for managing the lead.
Features of Lead Activities
1. Activities
The Activities tab provides a chronological timeline of every interaction between your team and the lead.
What you can view
Emails sent to the lead
Replies received from the lead
Follow-up activities
Campaign step information
Activity timestamps
2. Lead Details
The Lead Details tab stores all available information about the lead.
You can view and update information such as:
Email Address
First Name
Last Name
Address Line
City
3. Associated Emails
Some contacts may use multiple email addresses. The Associated Emails feature allows you to link those additional email addresses to the same lead.
Add an associated email
Open the Associated Emails tab.
Enter the additional email address.
Click Add.
How it works
Once an email address is associated with a lead:
Replies from that email address are automatically tracked.
Conversations remain linked to the same lead profile.
You can manage communication across multiple email addresses without creating duplicate leads.
Benefits
Prevent duplicate lead records.
Keep all conversations centralized.
Improve reply tracking accuracy.
4. Notes
The Notes tab allows team members to save internal information about a lead.
Common use cases
Record important conversation details.
Add reminders for future follow-ups.
Share context with other team members.
Store information that should not be included in campaign emails.
5. Label History
The Label History tab provides a complete audit trail of every label assigned to a lead.
Information displayed
Each history entry includes:
Timestamp of the update
Source of the change
Assigned label
Label update sources
Labels can be updated by:
1) AI Reply Detection:
Labels are automatically updated when the AI detects the intent of an incoming reply.
2) User API
Labels can be updated programmatically using the API.
3) Manual Updates
Users can manually change a lead's label from the Lead Activities panel whenever needed.