Tracking Lead Activity

The activity timeline

Every lead in PlanningIndex has an activity timeline that records every action taken on that lead. This includes when the lead was added, when notes were created, when the status changed, when proposals were sent, and when follow-ups were set.

The timeline gives you a complete history of your relationship with each lead, so you can see at a glance what has happened and what needs to happen next.

Why activity tracking matters

When you are managing multiple leads, it is easy to forget what you have done and what you have not. The activity timeline prevents this by showing you exactly what has happened on each lead and when. If you have a lead that has been sitting in "Contacted" for three weeks, the timeline will show you when you last made contact, so you know it is time to follow up.