User Guide: CRM Current State Log
Overview
The CRM stage history is displayed through this module, allowing you to track who changed stages and when. We also provide a stage change analysis menu, which enables you to view a history of each transition.
Features
- It provide the history of CRM stage.
- It covers the details of stage history.
CRM State History
- Tick 'Enable CRM Stage Change History'.
- Change the stage and it's details automatically update in stage change history.
- In the stage change analysis menu, you can see all history.
