After you add a lead, you can use the Lead History screen to review all changes that have been made to the lead's information in Kube. Every time an internal user makes a change to the lead, Kube logs each change as a separate entry to the Lead History screen.
When you convert a lead to a member, Kube copies the data on the Lead History screen to the Member History screen. For more information, see Converting a lead to a member and Reviewing member history.
Kube labels changes made by internal users with an "A", changes made by members with an "M", and changes made by Yardi technical support with an "S".
The following list shows the changes Kube logs to the Lead History tab:
Name
User Type
Contact Type
Property
Assigned Internal User
Lead Status
Odds
Industry
Lead Source Major
Lead Source Minor
Lead Other Source
Next Contact Date
To review lead history
Select Leads in the top menu.
Locate the lead in the grid and click the lead's name. The Lead Essentials window appears.
Click Detailed View.
Select History in the side menu.
TIP: Use the filter to locate specific records.