The Change Log is a valuable resource that offers detailed insights into the modifications made to a lead profile. This feature allows users to track various aspects of the changes, including the user who implemented the change, the specific date and time when the alteration occurred, and the precise details of what was altered in the profile.
By utilizing the Change Log, users can maintain a comprehensive understanding of the lead's history, ensuring that all adjustments are transparent and traceable. This not only enhances accountability but also aids in the effective management of leads, as users can quickly reference past changes and understand the context behind each modification.
How it Works
The Change Log shows updates to a lead profile, detailing who made the change, when, and what was altered. This includes:
- Name
- Phone Number
- Address
- Stage
- Source
- Price
- Timeframe
- Background
Viewing the Change Log
1. Navigate to a Lead Profile
2. In the upper right-hand corner of the timeline, select Filters > Change Log
3. Now Change Log is exposed on the lead's timeline