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| Info |
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Audit logs are a chronological sequence of entries that capture configuration changes made by all users. |
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Audit logs is an Admin-specific feature. Hence, only Account Admins and Admins will have the scope to access the feature from within the web application. |
Step by Step Instructions
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Audit Logs track any configuration changes that are made in the web application. These include changes such as Workflows, Sales sequences, Territories, Account Settings, and CRM Settings. The Audit logs track and maintain any changes made in the previous 90 days.
By accessing an audit log, here’s what you can learn:
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Type of Change: It displays the type of change that was made— Created, Updated, or Deleted.
What Changed: Displays the module on which the event was performed. The module whose changes are tracked are:
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Module
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Changes tracked
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Plans and Billing
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Plan changes during Trial
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:
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Plan upgrades and downgrades: Displays information about the plan to which the plan has been upgraded/downgraded to has been subscribed to, number of user licenses added/removed, and the billing cycle.
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Addition of phone credits
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Change in billing currency
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Account & CRM settings
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Updating the Primary contact
Account cancellation requests
Timezone updates
Currency updates
Language updates
Date format updates
Time format updates
Intelligent lead scoring- disabled/enabled
Automatic profile enrichment- enabled/disabled
Prevent users for sending emails to leads and contacts with Do not disturb turned on- enabled/disabled
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Territories
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When a Territory is created or deleted
Updates to the Territory name
Updates to the Territory Description
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Auto-assignment
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When an assignment rule is created or deleted
Updates to the Filters OR/AND
Changes to the conditions- when conditions are added, removed, or updated
When access to a user is given or removed
When the user is added or removed from the round-robin assignment
When the position of the territory is updated
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Sales Sequence
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When a Sales sequence is Created or Deleted
When the name of a sequence is updated
When the entry conditions are added, updated, or removed
When the entry conditions (AND/OR) of a sequence are updated
When the sequence type is updated
When the sequence run time or timezone are updated
When the sequence steps are added, updated, or removed
When the exit criteria (AND/OR) is updated
When the exit conditions are added, updated, or removed
When the Sales sequence is enabled or disabled
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Workflows
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When a Workflow is created or deleted
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When the name of the Workflow is updated
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When the Workflow description is updated
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When the Filters (OR/AND) are updated
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When the conditions are added, updated, or removed
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When the workflow actions are added, updated, or removed
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