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PIPELINE CARD

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PIPELINE LOG

For compliance purposes, the pipeline log provides a record of all changes made to pipelines, includingthe item that was updated, the userwho made the update, date and time, plus the old and new values.

  • To access the pipeline log go to CRM > pipeline log

  1. Click the filter (blue star) iconto limit the list according to one or more fields including: resource, responsible, updated by, updated item and/or a specific date period

  2. Open the pipeline card to view current pipeline details

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Filter by label (Content by label)
showLabelsfalse
showSpacefalse
cqllabel in ( "clients-prospects-list" , "crm" ) and space = currentSpace ( )

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