The Action History page includes two sub-tabs that allow Admins to view status information after users Take Action with accounts and people.
To access the Action History page, from the left navigation bar, go to Settings > History > Action History.
Important: You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Job Status
The Job status sub-tab shows a list of Take Action jobs along with the following information. A job is a group of actions taken at one time. For example, if a user selects the Take Action option to add three people to a Salesloft Cadence, the sub-tab would include one job entry for the group of actions taken.
- Executed Time
- Action Taken By
- # People or Accounts
- Status
- Status Detail
Action Status
The Action status sub-tab shows the following information for the actions on the accounts or people selected:
- Executed Time
- Action Type
- Person
- Account
- Action Detail
- Status
- Action Taken By
- Status Detail
Tips:
- If you attempt to Take Action, but it doesn't work, review the specific failure reasons by viewing the information in the Status Detail column.
- To see a comprehensive list of all Actions using the Take Action option against all people and accounts for a given time period, click the Action Status tab above the table and filter by Date Range. Each row contains a specific record and the action taken against that record.