Track Deal Stage Changes in Pipeline CRM

    See exactly when a deal moved from one stage to another — directly on the deal profile or in your Activity Report. Option 1: View stage changes on the deal profile

    • Open the deal you want to review.
    • Go to the Activity Feed tile.
    • Filter by System.
    • Review the activity list — stage changes will appear here with a timestamp.

    Option 2: View stage changes in the Activity Report

    • Go to Reports > Activity Report.
    • Filter by the deal(s) you want to review.
    • In the Category column, filter for Deal.
    • Check the Description column for the specific stage changes and the Written On column for the date and time of each change.

    💡 Tip: The Activity Report is useful when you want to review stage history across multiple deals at once.

    Need help? Contact support at customercare@pipelinecrm.com.