Invelo Ideas

Activity

• Date entered Deals

• Date entered Leads

• Date entered Prospects

• Date of last appointment

• Date of next appointment

• Last activity date

• Last activity type

Campaign/Workflows

• Current campaign enrolled

• Current workflow enrolled

• Currently enrolled in campaigns

• Currently enrolled in workflows

• Previous campaign enrolled

• Previous campaign status

• Previous campaign completed date

• Previous marketing type

• Previous marketing date