Leads Engine
Understanding Leads

Timeline & History

How the event timeline and campaign history track everything that happens with a lead.

Timeline & History

Every lead has a timeline that tracks all activity — from the moment a distress signal was first detected through your review decisions, pipeline changes, and notes.

Event timeline

The Events section shows a chronological list of signal events for the property. Each event includes:

  • Category — The type of signal (violation detected, permit expired, clerk record filed, etc.)
  • Description — A human-readable summary of what happened
  • Date — When the event occurred

Events are shown newest-first, so the most recent activity is at the top. The total event count is shown in the section header.

This timeline helps you understand the history of distress on a property. A single recent violation tells a different story than a property with a pattern of violations stretching back years.

Campaign history

The History & Campaigns section shows your activity on the lead across all campaigns:

  • Campaign badges — Which campaigns this lead belongs to
  • Review decisions — When you approved or dismissed the lead, and in which campaign
  • Stage changes — When you moved the lead between pipeline stages (e.g., "Moved from New to Contacted")
  • Notes — Any notes you've added, shown with a highlighted background so they're easy to spot

All of this activity is shown in a unified timeline, so you get a complete picture of everything that's happened — both the property's distress history and your own activity on it.

Why the timeline matters

The timeline is especially useful when:

  • Coming back to a lead — Quickly see where you left off, what notes you made, and what's happened since.
  • A lead appears in multiple campaigns — See your review history across all campaigns in one place.
  • Assessing the depth of distress — A long history of signals paints a stronger picture than a single recent event.
  • Preparing for outreach — Review the full story before making a call or sending a letter.

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