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Using the Customer Activity Screen:
Navigate to Contacts > Customers.
Search for the customer by entering their details.
Click on the customer’s name to open their contact card.
Click on View Activity.
Ensure Show Leads is selected and click Show to display the leads.
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Note
BUZ calendars only display appointments up to three weeks in the past. If you need to see older leads, you can run a report. The Leads Analysis (Detailed) report is the best option, as it allows you to:
Group lead appointments by date
See their status (Won, Cancelled, Not Measured, etc.)
Group leads by Sales Rep