1. Feature Overview
The Lead Field Audit helps you keep track of all the changes that have been made to your leads, by your users or the system (Automation, Rules, etc.). When enabled, you can view an Audit Trails tab on the lead details page where you can view the particular lead fields that have been changed along with the time stamp and user/system that made the change.
2. Prerequisites
- This is a paid feature that’s available only on the Enterprise and Super plans.
- To get this feature activated on your account, or to upgrade your plan, please write to support@leadsquared.com.
3. Audit Trails Tab
- From the main menu, navigate to Lead>Manage Leads, and click on any lead.
- On the list of tabs, click the
arrow, and then click Audit Trails. - Under Audit Trails, you can view the records of all the changes that have been performed on the lead.
Note: For individual as well as bulk updates, it takes around 15 minutes for the changes to reflect under Audit Trails.
Any Questions?
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Hi, I want to capture the previous owner (Audit trail – owner – old value) in a custom field.
so, by what schema name or value formula I can get the previous value of a field (here the field is OWNER).
Also, does LSQ offer tracking of previous owners using a system-defined field?
Hey, Dheeraj.
We need more context on this issue. Please reach out to support@leadsquared.com. We’ll get back to you ASAP.
What is the difference between field history tracking and field Audit Trail?
Hello, Sandy.
We’re not sure what you mean by field history tracking but you can use Audit Trail to keep track of all the changes that have been made to your leads.
how can we export the audit trial data
Hello, Ashwini.
Currently, you cannot export the audit trial data.