CRM

HRichthe2nd
Member

Can you view the edit history of a sales pipeline?

SOLVE

Hello everyone,

 

The pipeline my team has been using suddenly has 3 new stages. I would be interested to know who added them, so I can underrstand why.

 

Is there a way I can see this?

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2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can you view the edit history of a sales pipeline?

SOLVE

Hi @HRichthe2nd,

 

There is no edit history that I'm aware of. For example, it's not part of the security activity history.

 

However, I'd recommend reaching out to HubSpot support about this. The team can typically see in the backend who made these kinds of changes. https://knowledge.hubspot.com/help-and-resources/get-help-with-hubspot

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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FOliver2
Solution
Member

Can you view the edit history of a sales pipeline?

SOLVE

Hubspot doesn't offer a full edit history for sales pipelines. Deal property changes can be viewed under property history. for broader tracking, custom workflows or api might help.

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2 Replies 2
FOliver2
Solution
Member

Can you view the edit history of a sales pipeline?

SOLVE

Hubspot doesn't offer a full edit history for sales pipelines. Deal property changes can be viewed under property history. for broader tracking, custom workflows or api might help.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can you view the edit history of a sales pipeline?

SOLVE

Hi @HRichthe2nd,

 

There is no edit history that I'm aware of. For example, it's not part of the security activity history.

 

However, I'd recommend reaching out to HubSpot support about this. The team can typically see in the backend who made these kinds of changes. https://knowledge.hubspot.com/help-and-resources/get-help-with-hubspot

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes