Viewing the Logs of a Deal
Procedure
To view the logs of a deal:
- Search for the deal in the Search Deal zone of the Deal Dashboard screen whose logs you want to view.
-
Click the Deal Log link at the top
right corner of the Deal Information zone.
The Deal Log and Comments screen appears.
-
Click the Log or Show
All link in the Section pane of
the Deal Log and Comments screen.
The Log section appears. It contains the following fields:
Field Name Field Description Deal ID Displays the deal ID. Deal Information Displays the concatenated string of deal information separated by a comma (,). In addition, the Log section contains the following columns:
Column Name Column Description Creation Date Time Displays the date and time when the action was performed on the deal due to which the log is created in the system. Details Displays the details of the actions performed on the deal. User Indicates the user who has performed the action on the deal. Log Type Indicates the type of log using which the action is performed on the deal. Related Object Indicates the object or entity which is created when the action is performed on the deal. Note: At present, no data appears in this column. The implementation team can build the custom logic to meet the business requirements.Status Reason Indicates the reason why the action is performed on the deal. - View the logs of the deal in the Log and the Comments sections.
Related Topics
For more information on... | See... |
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Deal Dashboard screen | Deal Dashboard |
Search Deal zone | Search Deal |
Deal Information screen | Deal Information |
Deal Information zone | Deal Information |
Deal Log and Comments screen | Deal Log and Comments |