Lead ManagementLast updated: September 2026 (v1.4)
Activity Log: Audit History
Full immutable historical timeline tracking status updates, note edits, document uploads, and agent interactions.
Target Roles:
OwnerManagerStaff / Agent
What is this?
The Activity Log records every significant operational event in your agency: who created a lead, when a quotation was accepted, who rescheduled a follow-up, and which manager issued an invoice. It guarantees complete accountability and transparency.
Step-by-Step Guide
1
Open Activity Log
Navigate to Lead Management → Activity Log.
2
Filter by Entity or Agent
Filter activities by user, date range, or entity type (Lead, Customer, Booking, Quotation).
3
Inspect Record Timeline
Click on any log item to jump directly to the underlying record.
Best Practices & Pro Tips
- If a traveler claims they were given a different quote verbally, consult the Activity Log to see exact quote revisions and timestamps.
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