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