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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.

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