[{"data":1,"prerenderedAt":168},["ShallowReactive",2],{"shell":3,"article:workflow-lead-activity":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":48,"toc":49,"shots":63,"related":71,"topicNext":107,"paths":108,"videos":124,"sidebar":125},"workflow-lead-activity","guide","\u002Fguides\u002Fworkflow-lead-activity","users","Read the lead activity timeline","Activity brings several recorded streams into one timeline for the current lead. Open the shared drawer and select Activity. You need access to the record, and…","intermediate","published","browser-observed-read-only","2026-11-04","planned",{"slug":23,"title":46,"href":47},"Leads and records","\u002Ftopics\u002Fleads","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Activity brings several recorded streams into one timeline for the current lead. Open the shared drawer and select \u003Cstrong>Activity\u003C\u002Fstrong>. You need access to the record, and any information copied from the timeline must remain within the authorized customer context.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"lead-record-activity-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"lead-record-activity-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Lead record on the Activity tab, below Lead Score, Last Called, Last Emailed and Next Suggested Call cards\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flead-record-activity-desktop.jpg\" alt=\"Lead record on the Activity tab, below Lead Score, Last Called, Last Emailed and Next Suggested Call cards\" width=\"1344\" height=\"355\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Activity tab on a lead, which lists tasks, notes, calls, emails, field updates and score changes.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-record-activity-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"review-the-sequence\">\u003Ch2 id=\"review-the-sequence\">Review the sequence\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Confirm the lead identity before interpreting events.\u003C\u002Fli>\n\u003Cli>Wait for initial loading to finish.\u003C\u002Fli>\n\u003Cli>Use \u003Cstrong>All\u003C\u002Fstrong> or a displayed type filter, such as Tasks, Notes, Calls, Emails, SMS, Updates, Playbooks, or Score.\u003C\u002Fli>\n\u003Cli>Compare timestamps, actors, summaries, and event details before deciding what changed.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>Only activity types present in the loaded data appear as filter choices. \u003Cstrong>No activity of this type yet\u003C\u002Fstrong> differs from \u003Cstrong>No activity recorded yet\u003C\u002Fstrong>. Clear the filter before concluding that the whole record has no history.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"understand-the-evidence-limits\">\u003Ch2 id=\"understand-the-evidence-limits\">Understand the evidence limits\u003C\u002Fh2>\u003Cp>Activity combines task, communication, email, lead-update, scoring, and playbook information. These records describe events known to the app; they do not establish that every external action completed or that a recipient received a communication.\u003C\u002Fp>\u003Cp>The implementation allows individual source reads to fail without removing the whole timeline. A failed stream can therefore leave a partial view rather than a prominent all-page error. Empty or missing events are not proof that an operation never happened.\u003C\u002Fp>\u003Cp>Some event bodies may contain technical details or raw structured content. Read them in context and do not share a full screenshot if it exposes private data, internal identifiers, or access-bearing information.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"investigate-an-uncertainty\">\u003Ch2 id=\"investigate-an-uncertainty\">Investigate an uncertainty\u003C\u002Fh2>\u003Cp>Open the corresponding Tasks, Notes, Emails, Calls, or Scoring tab to inspect the underlying record. Use the affected workflow's own recovery steps rather than rerunning an operation from an assumption based on missing history.\u003C\u002Fp>\u003Cp>Success is reconstructing what the available records support and stating what remains unknown. If a discrepancy persists, provide support with the event type, approximate time, expected change, and sanitized visible result.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-notes\">Notes\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-emails\">Emails\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-calls\">Calls\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-scoring\">Scoring\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[50,54,57,60],{"id":51,"text":52,"depth":53},"review-the-sequence","Review the sequence",2,{"id":55,"text":56,"depth":53},"understand-the-evidence-limits","Understand the evidence limits",{"id":58,"text":59,"depth":53},"investigate-an-uncertainty","Investigate an uncertainty",{"id":61,"text":62,"depth":53},"screenshots","Screenshots",{"lead-record-activity-desktop":64},{"id":65,"src":66,"alt":67,"caption":68,"width":69,"height":70},"lead-record-activity-desktop","\u002Fmedia\u002Fscreenshots\u002Flead-record-activity-desktop.jpg","Lead record on the Activity tab, below Lead Score, Last Called, Last Emailed and Next Suggested Call cards","The Activity tab on a lead, which lists tasks, notes, calls, emails, field updates and score changes.",1344,355,[72,77,83,89,94,100],{"slug":73,"title":74,"href":75,"icon":37,"description":76,"level":40},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","Notes combines the lead's note timeline with a note composer. Open the intended record in the shared drawer and select Notes; there is no separate Notes route…",{"slug":78,"title":79,"href":80,"icon":81,"description":82,"level":40},"workflow-lead-emails","Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","mail","Emails shows recorded email activity for the lead, including scheduled items, verification entries, and message history. Open the intended record in the shared…",{"slug":84,"title":85,"href":86,"icon":87,"description":88,"level":40},"workflow-lead-calls","Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls","phone-call","Calls shows recorded call activity for the selected lead. Open the shared drawer and choose Calls. You need access to the record; playing a recording…",{"slug":90,"title":91,"href":92,"icon":37,"description":93,"level":40},"workflow-lead-scoring","Understand a lead’s score history","\u002Fguides\u002Fworkflow-lead-scoring","Scoring explains the current score and the recorded changes behind it. Open the intended lead in the shared drawer and select Scoring where available. You need…",{"slug":95,"title":96,"href":97,"icon":37,"description":98,"level":99},"mass-update","Review a mass update before changing leads","\u002Fguides\u002Fmass-update","Mass Update Leads changes one field across matching records. Use it only with authority to edit the intended lead population and a precise change request. This…","advanced",{"slug":101,"title":102,"href":103,"icon":37,"description":104,"level":105,"productLocation":106},"document-viewer","Preview an existing document","\u002Fguides\u002Fdocument-viewer","The Document Viewer presents a file opened from an existing document workflow. It is not a document-upload form or a searchable library. You need permission to…","beginner","Settings → Documents → open a document → Open in New Tab",{"slug":95,"title":96,"href":97},[109,114,119],{"slug":110,"title":111,"href":112,"letter":113},"e-team-workflow","E — Understand team access and handoffs","\u002Flearn\u002Fe-team-workflow","E",{"slug":115,"title":116,"href":117,"letter":118},"g-inbound-leads","G — Find and triage inbound enquiries","\u002Flearn\u002Fg-inbound-leads","G",{"slug":120,"title":121,"href":122,"letter":123},"h-performance","H — Read performance with the right scope","\u002Flearn\u002Fh-performance","H",[],{"title":46,"href":47,"groups":126},[127],{"title":128,"items":129},null,[130,133,137,141,142,146,150,154,158,162,163,164,165,166,167],{"label":131,"href":132,"slug":23},"Find and review leads","\u002Fguides\u002Fleads",{"label":134,"href":135,"slug":136},"Work with a lead record","\u002Fguides\u002Flead-record","lead-record",{"label":138,"href":139,"slug":140},"Add a lead manually or with Smart Paste","\u002Fguides\u002Fworkflow-manual-lead","workflow-manual-lead",{"label":74,"href":75,"slug":73},{"label":143,"href":144,"slug":145},"Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","workflow-lead-tasks",{"label":147,"href":148,"slug":149},"Review or correct lead fields","\u002Fguides\u002Fworkflow-lead-edit","workflow-lead-edit",{"label":151,"href":152,"slug":153},"Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","workflow-lead-contacts",{"label":155,"href":156,"slug":157},"Review documents attached to a lead","\u002Fguides\u002Fworkflow-lead-documents","workflow-lead-documents",{"label":159,"href":160,"slug":161},"Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages","workflow-lead-messages",{"label":79,"href":80,"slug":78},{"label":85,"href":86,"slug":84},{"label":91,"href":92,"slug":90},{"label":38,"href":36,"slug":34},{"label":96,"href":97,"slug":95},{"label":102,"href":103,"slug":101},1793910214314]