DealMachine

Each lead in DealMachine has an activity log showing notes, mail status notifications, and lead history.

To view the activity history of a lead:

Go to Leads and open a lead.

1. Go to Leads and open a lead. 
 
 
2. Click Activity.

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You may add new notes and attachments to your leads by clicking the Add button.

How to view the changes done to a lead

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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