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TABLE OF CONTENTS

• Step 1: Navigate to the Lead Module
• Step 2: View Activities
• Step 4: Filter Marketing Log

Overview

This guide explains how to view the Marketing Activity Log for a lead in Core. It covers the steps to navigate to a lead's profile, view activities, and filter for marketing-related entries. By following this guide, users can effectively track marketing interactions with leads.

Step 1: Navigate to the Lead Module

• Go to the Lead Module in Core.
• Click on the Edit Button against a Lead Name.

Step 2: View Activities

In Lead Profile, click on the Activities Tab to see all the Activities.

Step 4: Filter Marketing Log

• Click on the Marketing Log Button to filter out only Marketing related Activities.

• All the Activities related to Marketing will now be visible on the screen.