Viewing History for a Lead or Opportunity
This topic discusses how to view the history for a lead or opportunity.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Lead - History Page |
RSF_LE_HISTORY |
View a history of system actions regarding a lead. |
|
RSF_OPP_HISTORY |
View a history of system actions regarding an opportunity. |
Use the Lead - History page (RSF_LE_HISTORY) to view a history of system actions regarding a lead.
Use the Opportunity - History page (RSF_OPP_HISTORY) to view a history of system actions regarding an opportunity.
Navigation
Image: Lead - History page
This example illustrates the fields and controls on the Lead - History page.
Note: The History page appears in both the Lead component and the Opportunity component. Although the following example shows the Lead component, the information applies to both leads and opportunities.
<Lead/Opportunity> History
This section lists the history of changes, such as status update, rating update, change in opportunity sales stage, or reassignment of territory or sales representative that have happened to the current lead or opportunity.
Related Objects
This section lists objects that are related to the lead or opportunity, such as the associated opportunity if the current lead was converted to an opportunity, or the original lead if the current lead was a cloned object.
Interaction History
This section lists interactions (such as email messages or other correspondence) that are related to the lead or opportunity.