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Communications and activity

Message leads, review activity, and keep the conversation connected to the lead record.

Communications on a lead

Use the lead’s Communications area or Messages to continue email, SMS, or WhatsApp conversations when those providers are connected.

Activity and notes

  • Timeline/activity shows recent lead events for operational context
  • Notes capture human judgment that status fields cannot
  • Delivery outcomes for outbound messages are covered in messaging delivery statuses

Next step

Capture, organize, assign, and follow up with leads.

More Leads guides →

Related guides

  • Lead detail

    Work a single lead: assignment, follow-up, communications, timeline, and notes.

  • Unified messaging inbox

    Unified messaging inbox for agency email, SMS, and WhatsApp — plus soft-federated OTA (Channex) threads in Messages when you have channel access.

  • Send a message

    Send email, SMS, or WhatsApp from Messages, a stay, a guest, a lead, or other contact surfaces when the channel is connected.

  • Delivery statuses

    Understand message delivery statuses from queued through delivered, read, failed, or bounced.

  • Website enquiry automations

    Automate acknowledgements and follow-ups when a website enquiry creates a lead.