Understand what happened and when
Activity Logs on the Customer Card help your team stay informed on what actions have occurred with a customer or deal—whether by a user or the system.
With this feature, you can:
View changes like:
User added or removed from a deal
Round Robin and lead distribution assignments
Customer profile updates
Desking, DMS, and Credit Push records
Pipeline stage updates
Genius activity (Hired/Fired)
Vehicles added or removed (Interested/Trade)
Deal flags added or removed
See who made the change:
User actions will display the user’s name
System-generated actions will show no user name
How to Access the Activity Log:
Open the Customer Deal Card.
Navigate to the Activity tab.
Under Past Activity, click Logs.
If the activity occurred without an open deal, click the Logs button located immediately under the “Past” header.
If the activity is tied to a specific open deal, scroll to that deal in the Activity tab and click the Logs button within that deal section.
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Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!