LogixCRM
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  • đź‘‹Welcome!
  • LogixCRM Basics
    • About LogixCRM
    • Authorization and information security
  • Getting Started with Administration
    • Logging in
    • Setting up your company information
    • Creating users
    • Setting up organization chart
    • Granting permissions by team
  • Management and Customization
    • Managing field labels
    • Page layout assignment
    • Email communications
    • IP-based access restriction
    • Building custom search results
    • Regulating ownership
    • Creating workflows
    • Setting up API tokens
  • Operations
    • Importing leads
    • Creating leads manually
    • Distributing leads
    • Merging duplicate leads
    • Converting leads to accounts / opportunities
    • Creating and assigning tasks
    • Exporting leads
    • Generating reports
  • Sales and Marketing
    • Efficient workspace
    • Overview of the dashboard
    • Editing report views in your dashboards
    • Creating quick views of leads, accounts, and opportunities
    • Logs
  • Appendices
    • List of countries
    • List of nationalities
    • List of lead status
    • List of lead types
    • List of industries
    • List of employment status
    • List of occupations
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  1. Sales and Marketing

Logs

PreviousCreating quick views of leads, accounts, and opportunitiesNextList of countries

Last updated 2 years ago

More than one of your employees may manage or service the same client. Client status should be synchronized among them to make sure each of them knows the update-to-date info is modified by who and when, and to help you inspect user actions and well control clients’ details.

Go to Leads / Accounts / Opportunities on the top. Pick a client’s name and click it to open the personal information page. Scroll down and find the Logs section. All the logs regarding the actions performed on the client are listed in rows, including the date, time, actions that have been done for the client, and the persons of actions.