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Status: Idea Submitted
CGackle
Submitted by on ‎Mar 16, 2022 12:14 PM

Track Changes Made to Line Items on Deals

I would like to be able to see property history for line items on deals.  Deletions, additions, changes in pricing, terms, etc..  Being able to view this information and see how a deal evolves would be very beneficial to our sales team. 

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1 Reply
jgillan
Member
‎Apr 6, 2022 9:36 AM

Yes 100% tracking changes with line items through property history would be super useful. It seems it's being logged as you can set up workflows to see changes to line item properties so this data must be somewhere. Similarly would like line item based workflows.