Let’s take a look at the Recently Modified Leads widget on the homepage. This is an excellent tool to use as it helps us quickly review the last lead that we edited within the database. This helps in those certain situations where you forgot who you last updated, and quickly need to know who to update their information.

By reviewing this widget, we can easily click into the last lead or other lead’s that we updated based on the last date/time. (See image below)

Now, keep in mind that the list that is shown on your Recently Modified Leads widget, is only a per user basis. Meaning that you won’t be able to see other staff member’s leads that they’ve last modified within the system. If you ever wanted to review the last items/leads they’ve updated. You can review the Staff Sessions report located under the Administrative tab. Please review the Reports section for additional information.

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