Lead Timeline Report

This report shows all lead timeline entries within a date range you select. You can also filter by lead, type (such as calls and To Dos), and resource to narrow the results.


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.
  • User - the user who created or modified the event 
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