On a customer deal card you can view the activity logs which display information including but not limited to:

User Added to a Deal

User Removed from a Deal

User Changed via Round Robin

Lead Distribution Assignments

Customer Profile Changes

Desking Activity

DMS Push Records

Credit Push Records

Pipeline Stage Changes

Genius Hired Records

Genius Fired Records

Interested Vehicles Added or Removed

Trade Vehicles Added or Removed

Deal Flags Added or Removed

If a user action resulted in the change the user name will be shown on the log next to record. For system action no user will be shown.

To access the activity log open the customer deal card and navigate to the Activity tab. Under the Past activity section click the word Logs.

In this example you can see the system log of Genius being fired due to the user engaging the customer:

Logs are grouped by deal, for actions related to an open deal. Scroll down on the Deal Card Activity Tab to the deal that logs need to be viewed, and click the logs button within that deal section.

For activity that occurs when no open deal exists the Logs button immediately underneath the Past header on the activity tab will display the log data.

If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!