How do I see a contact's activity history in the LeadConnector app?

Before you call a family back from the road, it helps to know what has already happened. The Activity tab in the LeadConnector mobile app shows a contact's recent forms, calls, appointments and other events in one timeline.

View activity on your phone

1. Open the LeadConnector app on your iPhone or Android phone.
2. Go to Contacts and select the contact.
3. Open the Activity tab.
4. Scroll to review recent events, newest first.
5. Use the filters to narrow a long list.
6. Tap an item to see more details, where available.

What you might see

• Form submissions, such as a care consultation request
• Calls and appointments
• Website page visits and link clicks
• Survey responses
• Payment activity

Common questions

• Why is an activity missing on my phone? What you see depends on your permissions and whether that activity type is shown on mobile yet. Check the contact on the web for the full history.
• Can I edit or delete activity from the app? The Activity tab is for viewing. Use the web version for changes.
• Do all users see the same activity? Not always. It depends on each user's permissions.

Have a question about your own account? Submit a ticket and our team will follow up.