Which activities are recorded in the Activity Log of Leads and Customers?

Which activities are recorded in the Activity Log of Leads and Customers?

An 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 help you to oversee the actions that are performed in Clientjoy.

Below is the list of the actions recorded in the activity log :

1) When a Lead or Customer is created in Clientjoy

2) When a Lead or Customer is created via import/Pabbly/Zapier

3) When a Lead or Customer details are updated

4) When a Lead is converted to a Customer

5) When a contact is created in Customer details

😎




    • Related Articles

    • Calendar & Activities Overview

      Stay organized by maintaining all your activities in a calendar which will help you to manage your business activities effectively. Organized tasks help you to track your activities and save a lot of time. Following are the things you will be able to ...

    • Leads Overview | Everything you need to know

      We'll cover ---------------------------------------- How can you use Leads in Clientjoy? Managing sales pipeline in stages Tracking the Source of Leads Tracking the Deal size of each lead in the Pipeline Managing Leads through Tags Saving notes ...

    • How can I import leads from a CSV file?

      Bring your Leads from spreadsheet or your existing tool in Clientjoy We'll Cover How to Import Leads? How to handle errors if it comes in the Import? How to Import Leads? You can bring Leads in bulk in Clientjoy. You can export the data from other ...

    • How to add Leads from Clientjoy to Google Sheets using Integromat?

      Let's take an example when an entry is made in your leads module of your Clientjoy account, it gets automatically added to your Google Sheets. Here are the steps to follow. 1 . Login to your Integromat account. Click on Scenarios. 2) Click on Add new ...

    • How to add Leads from Google Sheets to Clientjoy using Pabbly Connect?

      <br> Let's take an example when an entry is made in your Excel sheet of leads data, it gets automatically added to Clientjoy as a Lead. Here are the steps to follow. 1 . Login to Pabbly. Click on Dashboard. 2 . You can choose the ...