As an administrator in Lead Gen & CRM, you probably want to know what your users are up to. Audit logs document the activities that users perform in the Lead Gen & CRM platform.
This article will provide an overview of audit log features.
Article Contents
Available With:
Trial | ✓ | |
Essential | ✓ | |
Advanced | ✓ | |
Ultimate | ✓ |
Users:
Administrators | ✓ | |
Company Managers | ||
Marketing Managers | ||
Sales Managers | ||
Salespersons | ||
Jr. Salespersons |
Audit Log Search Filters
Audit logs show when an action was performed, who performed the action, and what was done. Audit logs can be filtered to show actions by a specific person, or by all actions from the previous 90 days.
To view audit logs and filter data, do the following:
- Click
User Menu > Settings in the top toolbar.
Click to enlarge.
- Click Audit Log, located under My Company in the left panel.
Click to enlarge.
- Click either the Filter by User or Filter by Action drop-down menu. Select the relevant filters in the menu that appears.
- Click the date field drop-down menu.
- Select the date to search on.
Click to enlarge.
Filter by Action Categories
The following categories are listed under the Filter by Action drop-down:
Category | Available Actions | |||
List Actions |
|
|||
Lead Actions |
|
|||
Email Actions |
|
|||
User Actions |
|
|||
Sales and Campaign Actions |
|
|||
Media Actions |
|
|||
Social Actions |
|
|||
Workflow Actions |
|