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Tracking and reviewing activities in audit logs

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Audit logs in BoldSales provide an impartial record of key system activities, promoting transparency, security, and accountability. These logs track user actions, data modifications, automation changes, and security events, helping businesses monitor system changes effectively. By recording who accessed what, when, and for how long, users can review past activity, troubleshoot issues, and ensure compliance with internal policies and regulatory standards.

Audit logs play a crucial role in identifying unauthorized access, tracking record updates, and ensuring that workflow automations function correctly. This knowledge base outlines different categories of activities captured in audit logs and how they enhance system monitoring and operational efficiency.

Use cases

Reviewing record modifications

Users can audit changes made to contacts, companies, or deals, identifying what was modified, when it occurred, and who made the changes.

Identifying unusual user activity

Audit logs help detect unauthorized actions, such as unexpected data modifications, security breaches, or mass deletions.

Categories of activities recorded in audit logs

User access & security events
  • Logins and logout timestamps
  • Failed login attempts
  • Password changes
  • Two-factor authentication (2FA) activations or deactivations
Data modifications
  • Edits to contacts, companies, or pipeline records
  • Updates to custom fields or tag assignments
  • Record deletions
Workflow & automation updates
  • Changes to workflow rules or automation triggers
  • Updates to webhooks configurations
  • Modifications to email templates and sequences
Permission & access control changes
  • Updates to user roles or permission sets
  • Addition or removal of users from teams
  • Adjustments to record access levels
System configurations & settings
  • Changes to pipeline stages or sales process structures
  • Updates to CRM themes, branding, or appearance settings

Frequently asked questions (FAQs)

Can I recover deleted records from the audit logs?

No, audit logs only track changes and do not provide an option to restore deleted records.

Are all actions logged in BoldSales?

Most critical actions are recorded, but system-generated background processes may not appear in the logs.

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