Sales Opportunity Audit Trail
This feature serves as a record-keeper, providing documentation of transaction procedures and operations. It helps by tracking user activities in order to improve internal controls and detect unauthorized use or errors.
Sales Opportunity Logs Tab provides you the following information:
- Provide a sequential record of modification
- When and by whom the transaction is created, including the user role of the creator
- Responsible users for rejecting the transaction
- Provide a reason for rejecting, closing, voiding and cancelling the transaction
- Provides logs for status updates such as the sales opportunity has been posted, won or lost, voided or withdrawn, and so forth.
