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Track Deal Stage Changes in Pipeline CRM

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Maria Herrell
Updated 3 days ago
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
  1. Open the deal you want to review.
  2. Go to the Activity Feed tile.
  3. Filter by System.
  4. Review the activity list — stage changes will appear here with a timestamp.

Option 2: View stage changes in the Activity Report
  1. Go to Reports > Activity Report.
  2. Filter by the deal(s) you want to review.
  3. In the Category column, filter for Deal.
  4. 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.


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