Viewing the Audit Log for a Lead

You can view a log of changes/updates made to a lead as it progresses through its lifecycle.

  1. Navigate to Leads & Deals.
  2. Find the lead you want to view, and click on it to open it.
  3. Click Audit Log. The Audit Log window opens, showing a list of changes made to the lead and the user who made them.

    admin_leads_audit_log.png

    The log captures changes such as:

    • Update to lead status and score
    • Updates to some contact and company information 
    • Updates to custom lead and lead feedback information
    • Changes to partner and assignee
    • Interactions such as opens, clicks, and views
    • Registrations and attendances at events
  4. [Optional] Click Export to download a CSV file of the audit log.

    admin_leads_audit_log_export.png

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