# Lead Log Report
The Lead Log Report is the activity timeline on each Lead view — status changes, logged calls and meetings, and notes in chronological order. It is not a separate Reports menu item.
Overview
Open from a Lead view → ACTIVITIES tab.
Shows a merged chronological feed of:
- Manual lead logs (notes, calls, meetings)
- Lead status change activities from the pipeline bar
Sorted by date, newest context first. No filters, export, print, pagination, or summary totals — scoped to the open lead only.
Use Cases
- Handover — Review full engagement history before reassigning a lead.
- Audit — Confirm when status changed and what was discussed on calls.
- Coaching — Verify reps are logging calls and meetings consistently.
Activity Types
| **Type** | **Display pattern** |
|----------|---------------------|
| Status change | Marked {status name} with optional notes |
| Call | Logged call — {outcome} (Busy, Connected, No answer, Wrong number, Other) |
| Meeting | Logged meeting — {outcome} (Scheduled, Completed, Rescheduled, Cancelled, Other) |
| Notes | Notes with notes body |
Each entry shows a relative timestamp and absolute date: e.g. 2 hours ago - Jun 11, 2026 3:00 PM
Meeting check-out on a lead-linked reminder also writes a lead log entry.
Actions
Toolbar buttons on the ACTIVITIES tab:
| **Button** | **Opens Log modal with** |
|------------|--------------------------|
| add notes | Type = Notes |
| log call | Type = Log Call |
| log meeting | Type = Log Meeting |
Also available from lead view More → Log Activity.
The Log modal supports optional Set Reminder to schedule a follow-up when saving a log entry. See Leads for full Log modal fields.
No export or print from this panel.
FAQ
Is there a company-wide lead log report?
No. Activity is per lead on the ACTIVITIES tab. Use Lead Owner Report or Lead Source Performance for aggregate lead metrics.
Do status changes from Edit Lead appear here?
Status changes via the pipeline bar create Lead Status Activity entries. Direct edits on the form update the lead without necessarily creating a timeline entry unless status changed through the pipeline modal.
How do I add a call or meeting log?
On the lead view ACTIVITIES tab, use Log Call or Log Meeting — entries appear in the timeline with optional outcome notes.
Can I set a reminder from a log entry?
Yes. Use Set Reminder from a log row when follow-up is needed — this creates a linked CRM reminder.
Does meeting check-out write to the log?
Field check-out on meeting reminders can append activity entries when geolocation tracking is used in the Field Sale App.
Is there export for lead activity?
No company-wide lead log export. Use per-lead ACTIVITIES on the web or activity on Field Sale App — Leads.
What log types appear on the timeline?
Notes, logged calls, logged meetings, and status activity entries — each with timestamp and user where recorded.