Overview

You can track activities for proposals and proposal templates and proposals.

Permissions

You must have access to Organization Settings to view proposal activity logs.

Viewing proposal activity logs

1. Go to Organization Settings > My Organization > Activities. The following activities are tracked:
   • Created
   • Status Updated
   • Deleted Permanently
2. Click the three-dot menu associated with the item and select Activity Log. The Activities pop-up displays.
3. Locate specific activities using the keyword search and the available advanced filters.