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View a deal’s activity history
You can review recorded events for this deal.
Before you start
- Access to Pipeline and the deal to view or update.
Step by step
Open the deal card.
Scroll to the activity history.
Review the displayed events, stages and dates.
Use the comments panel to record human context when needed.
A notification link can open a deal’s details even when another pipeline is selected on the board. Check the identity and stage in details before changing anything; close with X to return to the board.
Check your result
You can review recorded events for this deal.
What you need to know
- Automatic history is separate from Notes and Comments.