How do I see who completed an activity or when an activity was created?

Tobhiyah Green
Tobhiyah Green Member Posts: 5 VERIFIED MEMBER
First Comment
edited June 2022 in Sales CRM #1

If an activity is marked completed, but it wasn't done, how can I see who marked the activity as completed, and, can I see the date/time an activity was created or marked completed and by which user?

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  • Tobhiyah Green
    Tobhiyah Green Member Posts: 5 VERIFIED MEMBER
    First Comment
    edited March 2022 #2

    Ok, so in the preview of a completed activity you'll see when the activity was marked completed separated by a dot then the name of the user that completed it.

    e.g. Done: Today at 10:22 AM ·Tobhiyah Green

     at the very bottom of each activity it tells you, in light grey, who created the activity & when. Then, under that the last modified date/time and user.

    Created: 03/09/2022 9:59 AM · Phil McAvity

    Last modified: 03/24/2022 9:44 AM · Tobhiyah Green (you)

  • Arthur_70084
    Arthur_70084 Member Posts: 71 VERIFIED MEMBER
    10 Comments
    edited March 2022 #3

    You can to the activity dashboard :)

     

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