History
What it is for
History is the audit trail of your sales activity: every change on leads and cars, who made it and when. You can filter it and export it as CSV.
Access
- Menu: Sales › History (
/dashboard/sales/history). - Requires the Sales module. The entry is only shown to owners, admins and managers of the active team or organization.
Steps
- Open Sales › History. Events are grouped by Today, Yesterday and earlier dates.
- Choose the Record type: All, Leads or Cars.
- Filter by Module, Source, Importance and Period, or use Search history…. Clear filters resets them.
- Open an event to copy its link, ID or details.
- Click Export (N) to download the filtered events as CSV (Date, Entity, Entity ID, Entity name, Event, Module, Actor, Source).
Good to know
- Events describe the change, for example "Price set to …" or "N fields updated".
- The export contains only the events matching your current filters.
Common issues
"Access denied". Your role cannot view sales history. Ask an owner or admin of the team.
"Could not load history." Click Retry.
"No events match your criteria". Remove some filters or widen the period.