Track all the changes made to a deal by any of the team members using the deal history feature.
Select a deal and click on the … menu on the right hand side. Click on deal history option.
Use the filters at the top to filter for specific change such as by date range, by object, by field, by who, or text filter.
View the audit history in the timeline view. You can see the time of the change, who made the change, and what it changed from.
Known Issues and Limitations |
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Multi-picklist fields from and to values are not tracked; it only tracks that the field was changed. |
Large note fields such as deal description from and to values are not tracked; it only tracks that the field was changed. |