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How can I see when a deal stage changed?

Maria Herrell
Updated 1 year ago

You can view the stage history in multiple ways:

  1. On the deal profile: In the Activities section, filter for the Activity Category labeled as 'Deal.' This will display all activities related to the deal, including any stage changes.
  2. In the Activity Report: You can filter for the specific deal(s) you want to view and then filter in the Category column for 'Deal.' The Description column will show the stage change(s) made, and the Written On column will display the date and time of each change.
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