Lead Timeline Report

This report shows all Lead timeline entries within a date range you select. You can also filter by Lead and type (such as Estimates and Tickets).


The columns in this report are as follows:

  • Date - The date of the event.
  • Type - The type of event, such as a "Ticket" or "Email".
  • Name - The name of the Lead on the Account.
  • Title - The title of the event. For emails, this would be the subject line.
  • Description - The description of the event. For emails, this will show the opening text of the email.
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