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Question

Lead History - Ownership Changes to Records

  • July 20, 2023
  • 2 replies
  • 3 views
W

Is there not a way to see when a lead or contacts ownership has been reassigned to a new owner? We've had leads that have changed ownership between different reps but it doesn't show any mention of who reassigned the record under "activity" or when. Is this shown anywhere within Sell? 

    2 replies

    A
    • alexhipo
    • July 23, 2023

    To check the ownership change history in Zendesk Sell, follow these steps:

    1. Go to the lead or contact record whose ownership history you want to review.
    2. Look for an "Activity" tab or section on the lead or contact page. This is where you can find the activity history of the record.
    3. In the activity history, you should be able to see events such as "Lead/Contact assigned to [New Owner]" or "Lead/Contact ownership changed to [New Owner]." These entries will indicate when the ownership was reassigned and who the new owner is.
    W
    • Wesley17
    • Author
    • July 24, 2023

    Are there limitations to when this is visible in the Activity tab? It's almost uncommon for us to see any sort of lead reassignment changes there and it never says who made the change. Also does it normally say it upon lead creating as well?

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