Accountability
built in.
Actions, document uploads, and status changes are logged with the user and time.
Global audit log with filters for faster investigations
Owners and admins can review account-wide audit activity with filters for date range, action type, actor, and subject type so investigations start from a searchable source of truth instead of chat threads.
Per-record timelines show recent actions in context
Lead and competitor pages show recent activity timelines with actor, action, and timestamps, so teams can understand what changed without leaving the record they are reviewing.
Every event is timestamped and attributed
Audit entries store action labels, actor identity, subject, and timing metadata so legal and operations teams can reconstruct decision history with confidence.
Payload inspection supports compliance and debugging
Detailed audit views expose structured event metadata and JSON payloads for deeper review, helping teams see what changed.
Retention and export controls support governance
Audit Trail keeps plan-based retention windows (30 days on Solo, up to 1 year on Enterprise) so teams can preserve operational history. Enterprise plans can also export the log by email, up to 30 days and 10,000 rows at a time.
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