Question

Generate Sales Historical Snapshots

15:18 Aug 26, 2020

Hi All,

Is there any ready-made solution to handle snapshots of sales transaction (like Opportunities and related product data) which should be "freezed" (eg. on demand or recurrently) in case to analyze/compare them in the future ?

Regards,

Marcin Kott

1 comments

Olga Avis

19:05 Aug 26, 2020

Hello Marcin,

Unfortunately, there is no basic option to "freeze" the information in the CRM system for further comparison.

We recommend using the Change Log functionality to view the changes made to your website's data.

Best regards,

Olga.

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