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How to View Activity History

Activity History provides a timestamped log of actions taken on a property, transaction, or contact. This log is read-only and helps teams understand what has happened and when.

View Activity History

  1. Open the item
    Navigate to the property you want to review.

  2. Open History
    Select Collaborate → History.

  3. Review activity
    The activity feed includes events such as:

    • Contacts added or removed

    • Action Items completed

    • Updates posted to buyers

    • Construction milestones updated

    • Internal notes added or edited

Key Notes

  • Buyers cannot see Internal Notes or Activity History

  • Activity History cannot be edited or deleted

  • Notes and history are tied to the property

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