14th May, 2021(Activity Log)

We are introducing Activity Log in Lead and Customer, get detailed record of all the activities 👼

Activity log is a detailed record of all the activities that were carried out in your agency during a particular period of time. In short, it provides details on the when, what, where and who of an action performed.

• When - The time and date of the action.

• What - The description of the action performed such as creating an invoice or updating a bill.

• Where - The module pertaining to which the action was performed. It can be Invoices, Bank Feeds or Integrations.

• Who - The user who performed the action.

Activity logs helps you to oversee the actions that are performed in Clientjoy 😎

How can you find it?

Go on Leads/Customers > Click on the record of the lead/customer ( from the listing) > Activity Log Tab

Capabilities -

• You can view addition of lead, details being updated, getting converted between stages of sales pipeline or even getting closed as Customer

• You can see the lead being created by filling form, integrated via zapier or imported with csv

• You can view the files or notes being shared

• You can see which customer's contact has been invited, files, notes, proposal, invoices etc shared with them

• You can see which proposal/invoice is draft, met, accepted, rejected, etc.

• You can view the record of payment against certain services rendered

• You can see if the customer is active/ inactive

• You can also view who has done the activity and at what particular time

We will mention all the capabilities in our help article. 😀