Skip to main content

How to View a Deal's History (Proposal Creation Date & More)

How to find the timestamped history log on any deal in Enerflo, including when a proposal was created, finalized, and other key activity.

Written by Emilie

Every deal in Enerflo keeps a timestamped history log of key activity, including when a proposal was created, when it was finalized, and other stage changes. You don't need to contact support to check this — it's available directly on the deal.

Steps

  1. Open the deal in question.

  2. Click the three dots () menu near the top of the deal.

  3. Select Deal Details.

  4. Click the History tab.

This will show a timestamped log of activity on the deal, including the date a proposal was created. This is useful for confirming timing on customer disputes, verifying when a change was made, or auditing rep activity on a deal.

Did this answer your question?