Navigating to Workflow History
Go to the Accounts page
Click on an account to open its detail view
Scroll down to the Workflow History section
Understanding the Timeline
The workflow history is displayed as a vertical timeline with two types of entries:
Action Entries
Each action entry shows:
User name — Who performed the action
Date and time — Full timestamp of when it was performed
Action name — Which action was taken
Distance from property — How far the user was from the account's location when they performed the action (if location tracking was enabled)
Stage Entries
Between action entries, you'll see stage markers showing when the account transitioned from one stage to another. These display:
Stage icon — The icon configured for that stage
Stage name — With the label "Stage:" followed by the name
Date — When the transition occurred
Sorting the Timeline
By default, the timeline shows the most recent activity at the top. You can toggle the sort order:
Click the sort button to switch between Newest first and Oldest first
Your preference is saved for future visits
Collapsing the Section
If you don't need to see the full history, click the collapse toggle on the section header to minimize it. The collapsed state is remembered between visits.