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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.

Updated over 2 months ago

View Activity History

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

  2. Open History
    Select Collaborate β†’ 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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