Reporting
Read an activity timeline
See what changed around a customer record.
How to do it
- Open the Contact, Company, Deal or Case of interest.
- Review recent activity, related records and communications.
- Follow the underlying record and audit event when the timeline is insufficient.
Check your result
Permissions can limit which related activities are visible.
Good to know
Record important decisions in the appropriate object rather than an unrelated note.
Still need help?
Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.
Contact SupaChrome support