Audit

In sales, every action, decision, and update matters. But in a fast-paced environment with multiple contributors, how do you keep track of it all? Pipeliner CRM’s Audit feature gives you a complete, unchangeable record of every change made to your sales dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.. Stop guessing, start knowing.

Key Advantages

• Total Transparency: Get a clear, unbiased view of all activities on every accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., contact, leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., and opportunity. See who did what, when, and why—eliminating guesswork and improving team accountability.
• Resolve Discrepancies Instantly: When something doesn’t look right, you can pinpoint the exact moment a change was made, who made it, and what the previous value was. This helps you quickly diagnose and correct errors, ensuring data integrity.
• Empower Team Collaboration: Audit helps you recognize and reward team contributions. Easily identify who has been most engaged with a specific record or worked on a deal, fostering a culture of recognition and shared success.
• Simplify Compliance & Reporting: For administrators, the comprehensive Audit Log provides a centralized, secure record of all system changes. Easily export a complete history of changes for specific entities or owners over any period, making compliance audits and detailed reporting simple and stress-free.

Features That Drive Your Success

• ‘View Changes’ Button: A dedicated button on every record (Accounts, Contacts, Leads, Opportunities, and Activities) gives you a granular, real-time history of edits.
• Advanced Filtering: Filter changes by date, userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service., and specific data fields to quickly find the exact information you need without sifting through noise.
• One-Click Export: Export the change history of a single record directly to a CSV file for detailed analysis or documentation.
• Comprehensive Audit Log (Admin Module): Administrators can access a powerful, system-wide log to export changes across all selected entities and periods, giving them a complete, customizable overview of all system activity.