Shows all finance related historical events including all past deposits / withdrawals, transfers, credits, bonuses, refunds and warnings (if any). The agent can click on any of the events and review each event in more detail.
Historical events can be prioritised based on our lead scoring engine which places higher score on certain events that you feel are a higher priority over other events. To set up rules and scoring per event, please use the Rule Module. For more information, please review the Rule Module documentation.