Auditability
The system records activities that have taken place in the following ways:
Prospect records added to the system
Comments added to prospects
Comments added to user records
You can view the activity by:
Searching on Prospect Manager for prospects
Clicking on the Quote timeline icon for a history of changes to the prospect, which appears in the list of prospect records shown in in Prospect Manager
Looking at the timeline tab on the user record, accessed via User Manager
Looking at prospects and order tabs on the user record
Looking at All Site Comments for comments