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Audit Log in Housing Market CRM — See Who Changed What

Tutorial 170 of 181 · 35 s

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The audit log, part of the Housing Market CRM Business plan, records every time a record is created, edited, deleted or reassigned — who did it, when, and what changed. Entries cannot be changed or removed by anyone, which makes the log a reliable answer to "what happened to this lead?". This tutorial opens the audit log from Settings, filters it by action and by record type, and reads an entry. Administrators see the whole account; other users see their own actions.

In this tutorial you will learn

  • Where the audit log is
  • What each entry records
  • How to filter by action and record type
  • Who can see what

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click the Settings icon at the top.
  3. Choose Audit log.
  4. Every create, edit, delete and reassignment is recorded — permanently.
  5. Each entry shows when, what and who.
  6. Filter by action — e.g. Reassigned…
  7. …and by record type.