Lead History

Lead History gives you a complete timeline of a contact's lead interactions — including all leads generated, status changes, and broadcast history. This helps you understand the full journey of a contact across campaigns and conversations.

Opening Lead History

Click the History action on any lead or contact to open the Lead History dialog.

📸

Screenshot: Lead History dialog showing contact info and timeline

lead-history-dialog.png

1. Click the History action on a lead that has multiple lead entries
2. Capture the full dialog showing the contact info grid at the top and the timeline below
Save to: static/img/screenshots/leads/lead-history/lead-history-dialog.png

Contact Information

At the top of the dialog, you'll see a summary grid with the contact's key details:

Field	Description
Name	Contact name
Email	Email address
Mobile	Phone number
Integration	The connected platform
Status	Current contact status
Latest Status	The most recent lead status, shown as a colored chip
Total Leads	Total number of leads generated for this contact

---

Timeline View

Below the contact info, leads are displayed in a timeline format — each entry represents a lead interaction, ordered by date.

📸

Screenshot: Timeline view showing multiple lead entries with expandable details

timeline.png

1. In the Lead History dialog, capture the timeline section showing 2-3 lead entries with calendar icons and dates
Save to: static/img/screenshots/leads/lead-history/timeline.png

Each timeline entry shows:

Element	Description
Calendar icon	Visual marker on the timeline
Lead name	The name of the lead and the platform it came from
Date	When the lead was created
Expandable details card	Click to expand and see full lead details

Expand / Collapse

Use the Expand All and Collapse All buttons at the top of the timeline to quickly open or close all lead entries.

Expanded Details

When you expand a lead entry, you'll see the full details card with all the lead information, plus links to:

• Chat History — view the conversation with this contact
• Broadcast History — see the broadcast details for this lead

---

Broadcast History

Click the Broadcast History link on any lead entry to open a separate dialog showing the broadcast details for that specific lead.

📸

Screenshot: Broadcast History dialog showing timeline with status-colored icons

broadcast-history.png

1. In the Lead History dialog, expand a lead entry and click the Broadcast History link
2. Capture the Broadcast History dialog showing the timeline with colored status icons
Save to: static/img/screenshots/leads/lead-history/broadcast-history.png

Broadcast Timeline

The broadcast history is displayed as a timeline with color-coded status icons:

Color	Status
Blue	Message sent
Green	Message delivered
Purple	Message read
Red	Message failed

Each entry in the broadcast timeline shows:

Element	Description
Template name	The template used in the broadcast
Date	When the message was sent
Reply badge	Shown if the contact replied to the broadcast

Broadcast Details Card

Expand a broadcast entry to see the full details:

Field	Description
Campaign	The campaign or broadcast name
Template Category	The template category (e.g., Marketing, Utility)
Sent Mode	How the message was sent
Status	Current delivery status
Delivery Time	When the message was delivered
Read Time	When the message was read
Failed Time	When the message failed (if applicable)

tip

Use Broadcast History to understand which campaigns a contact has interacted with and how they responded. This context helps you tailor your follow-up approach.