History Tab

The History Tab displays on the Account, Contact, Opportunity and Lead Detail views, and lists all past interactions with the account, contact, lead or opportunity, as well as any notes. This tab lists the Type, Date, Time, User, Contact, Regarding, Result, Notes, and Category of the history item.

To view more information on a history item

  1. On the Contact, Account, Opportunity or Lead Detail view, click the History tab, then click the history item you want to view. If the tab is not visible, click the More Tabs tab.
  2. On the History tab, click the Type link of the history item you want to view.

Related Topics

Adding History Items

Editing History Items

Deleting History Items

Activities Overview

 

 

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