Audit History

The Audit History feature in the lead module provides users with a comprehensive record of all changes made to a lead, including modifications to its details, updates, and activities. This feature offers transparency and accountability, allowing users to track the evolution of a lead's information and actions over time.

Navigating to Audit History

  1. Access the lead file section within the lead module.

  2. Within the lead details page, locate the History icon.

  3. Here, you'll find a chronological record of actions taken on the lead, including user actions, timestamps.

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