How do I view what activity has happened on my customers?

How do I view what activity has happened on my customers?

When viewing an individual customer you can see all the Leads, Test Drives or Appraisals that have been created against the customer. 

If you have role management rights via the Manage Leads role you will be able to click through to view each Lead/Test Drive/Appraisal. 

If you do not have rights you will see a summary popup of key information.
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