Activity Log
Track every action performed within your organization for security, compliance, and accountability.
Overview
The Activity Log keeps a complete record of everything that happens in your organization. Every time a team member creates a company, invites a colleague, changes a subscription plan, or performs any other significant action, it is automatically recorded.
This gives you full visibility into who did what and when — helping you maintain security, ensure compliance, and quickly investigate any issues.
Accessing the Activity Log
Navigate to Settings > Activity Log in your organization dashboard.
Only organization Owners and Admins can view the Activity Log. Regular members do not have access to this page.
Using the Activity Log
Searching
Use the search bar at the top to find specific entries by action name or description. For example, search for a team member's name to see all actions they performed, or search for "deleted" to find all deletion events.
Filtering by Category
Click the Category filter to narrow results by type of activity:
| Category | What it tracks |
|---|---|
| Companies | Creating, editing, deleting companies and changing their lifecycle stage |
| People | Creating, editing, and deleting people |
| Pipelines | Creating, renaming, changing the currency of, and deleting pipelines |
| Pipeline Stages | Creating, renaming, reordering, and deleting pipeline stages |
| Deals | Creating, editing, deleting deals, moving them between stages, and closing or reopening them |
| Comments | Creating, editing, and deleting comments on records |
| Members | Inviting, joining, removing members and changing roles |
| Organization | Updating organization settings (name, logo) |
| API Keys | Creating and revoking API keys |
| AI Chat | Deleting AI assistant conversations |
| Subscription | Plan changes, cancellations, reactivations, and seat updates |
Categories are automatically generated based on actual activity in your organization. If your team has never used API keys, for example, the "API Keys" category will not appear in the filter.
Filtering by Date
Use the Date filter to view activity within a specific time range:
- Today — actions from the current day
- This week — actions since the beginning of the week
- This month — actions since the beginning of the month
- Older — actions from more than a month ago
Each window starts at midnight in your timezone, so Today is your today: a teammate in another zone can see a different set of entries under the same filter.
Sorting
Click the Action or Date column headers to sort results in ascending or descending order. By default, the most recent entries are shown first.
Tracked Actions
Below is a complete list of all actions that are automatically recorded in the Activity Log.
Companies
| Action | When it is recorded |
|---|---|
| Company Created | A new company is added to the organization |
| Company Updated | Any company field is modified (name, source, notes, etc.) |
| Company Stage Changed | A company's lifecycle stage is changed (e.g., from "Lead" to "Customer") |
| Company Deleted | A company is deleted |
People
| Action | When it is recorded |
|---|---|
| Person Created | A new person is added to the organization |
| Person Updated | Any person field is modified (name, email, job title, company, etc.) |
| Person Deleted | A person is deleted |
Pipelines
| Action | When it is recorded |
|---|---|
| Pipeline Created | A new pipeline is added to the organization, with its default stages — one entry, not one per stage |
| Pipeline Updated | A pipeline is renamed or its currency changes, with the previous value |
| Pipeline Deleted | A pipeline is deleted |
Pipeline Stages
| Action | When it is recorded |
|---|---|
| Pipeline Stage Created | A new stage is added to a pipeline |
| Pipeline Stage Updated | A stage is renamed |
| Pipeline Stage Reordered | The stages of a pipeline are put in a new order |
| Pipeline Stage Deleted | A stage is deleted, including the destination stage its deals were moved to |
Deals
| Action | When it is recorded |
|---|---|
| Deal Created | A new deal is added to the organization |
| Deal Updated | Any deal field is modified (title, value, expected close date, contact, owner, etc.) |
| Deal Stage Changed | A deal is moved to another pipeline stage |
| Deal Won | A deal is closed as won, including the company lifecycle stage it advanced |
| Deal Lost | A deal is closed as lost, including the reason given |
| Deal Reopened | A closed deal is put back to open |
| Deal Deleted | A deal is deleted |
Comments
| Action | When it is recorded |
|---|---|
| Comment Created | A comment or reply is posted on a record |
| Comment Updated | A comment's body is edited |
| Comment Deleted | A comment is deleted |
Members
| Action | When it is recorded |
|---|---|
| Member Invited | An invitation email is sent to a new team member |
| Member Joined | A member accepts an invitation and joins the organization |
| Member Removed | A member is removed from the organization |
| Member Role Changed | A member's role is changed (e.g., from "Member" to "Admin") |
| Invitation Cancelled | A pending invitation is cancelled before being accepted |
Organization
| Action | When it is recorded |
|---|---|
| Organization Updated | The organization name, logo or default currency is changed |
| Organization Slug Changed | The organization's URL slug is changed in settings |
| Organization Deleted | The organization is permanently deleted |
| Organization Seeded | A platform admin wipes and repopulates the organization with demo data |
API Keys
| Action | When it is recorded |
|---|---|
| API Key Created | A new API key is generated |
| API Key Revoked | An existing API key is revoked |
AI Chat
| Action | When it is recorded |
|---|---|
| AI Chat Deleted | A member deletes one of their AI assistant conversations |
User Preferences
| Action | When it is recorded |
|---|---|
| User Locale Changed | A member changes the interface language from the user menu |
Subscription & Billing
| Action | When it is recorded |
|---|---|
| Subscription Canceled | A subscription is set to cancel at the end of the billing period |
| Subscription Reactivated | A previously canceled subscription is reactivated |
| Plan Changed | The subscription plan is upgraded or downgraded |
| Seats Updated | The number of seats in the subscription is changed |
What Each Entry Shows
Every entry in the Activity Log includes:
- Action — a color-coded label indicating the type of action (green for creation, red for deletion, gray for updates)
- User — the avatar and name of the team member who performed the action, marked via Assistant when they made the change by confirming a proposal in the AI assistant
- Description — a human-readable summary of what happened
- Date — how long ago the action occurred (e.g., "2 hours ago", "3 days ago")
How a Change Was Made
Every entry also records how the change reached the system — its method:
| Method | Recorded when | Shown as |
|---|---|---|
session | A member makes the change on screen, signed in | The member's name |
api_key | A program makes the change through the REST API with an API key | The name of the member the API key belongs to |
assistant | A member confirms a proposal in the Assistant | The member's name, marked via Assistant |
Only assistant entries are marked in the table; a session entry and an
api_key entry look the same. A proposal that changes several records records
one entry per record it applied.
The Assistant can also read the Activity Log for owners and admins, and sees each entry's method — so "what did the Assistant change this week?" has an answer.
Frequently Asked Questions
Can regular members see the Activity Log?
No. Only members with the Owner or Admin role can access the Activity Log page.
How long are logs retained?
Activity logs are stored indefinitely. There is no automatic expiration or cleanup.
Can I export the Activity Log?
Export functionality is not available at this time. If you need to extract data, please contact your administrator.
Are actions from the REST API also logged?
Yes. Actions performed through the REST API (using API keys) are recorded the same way as actions performed through the dashboard.
Are changes made through the AI assistant logged?
Yes. The assistant never changes anything on its own: it proposes a change in the chat, and nothing happens until you confirm it. A confirmed change is recorded under the member who confirmed it, with the same action as if they had made it on screen, and marked via Assistant. A cancelled proposal records nothing.