Tracking the relationship stages

Any time a relationship owner or relationship stage is set to an influencer, an activity will be added to their Conversations history. This will detail which user made the change, what stage they were moved to or who was assigned ownership and the date of the action. 

  1. Click into an influencer's profile
  2. Select the Conversations tab
  3. Click the Filters button
  4. In the Messages section, click on the first drop-down and select Activity

Image title

Was this article helpful?

Can’t find what you’re looking for?

Our award-winning customer care team is here for you.

Contact Support