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 on this report are as follows:

  • Date - the date of the event 
  • Type - the type of event such as "To Do" 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 of the email. 
  • Description - the description of the event. For emails, this will show the opening text of the email.
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