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Step #6: READ - Need to Know: Inquiry/Opportunity History section

Step #6: READ - Need to Know: Inquiry/Opportunity History section

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Developing Effective Teams

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​Inquiry/Opportunity History section

This section tracks changes to the record (i.e. lead status changes, phone number changes, etc.) 

1. Date column a. Date and time of the change 

2. User column a. Displays the name of the user who made the change 

3. Action column a. Details/nature of the change/update/deletion performed in/for the record