Track every change in your CRM

New! Entity History Logs Now Live in SalesEdge.io for Full Visibility and User-Level Tracking

July 29, 20251 min read

We’re excited to introduce the new Entity History feature inside the Listings section of SalesEdge.io — giving you a clear and detailed view of every change made to your data, who made it, and when.Whether you're updating your business listings, managing contacts, or adjusting settings, this new feature helps ensure every step is logged and easily trackable. It’s all about giving you more control, visibility, and peace of mind as you grow your business.

Here’s What’s New:

  • Full History at Your Fingertips – See a complete, time-stamped list of all changes to each entry in your listings.

  • User Tracking – Know exactly who made each update, whether it was you, a team member, or an automated system action.

  • Smarter Audit Trails – SalesEdge.io now captures a wider range of updates, offering a more accurate and detailed record.

  • Easy to Access – All of this is built right into your existing SalesEdge.io dashboard, so you can get the insights you need without extra steps.

Entity history table exampleUser attribution example

Why This Matters for Coaches and Small Business Owners:

  • Stay Organized – See exactly what changed and when — no more guesswork.

  • Boost Accountability – Easily identify which team member or process triggered each update.

  • Be Ready for Anything – Keep reliable records to support internal tracking, consistency, and compliance.

This update brings powerful tracking capabilities to your fingertips. From managing client data to updating your business presence across platforms, you’ll have full confidence knowing every change is logged and clearly documented.


For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.

Jeremy DeMerchant is the founder for SalesEdge.io and the CEO of Permission To Sell Consulting Group. His passion for helping business owners increase their sales has allowed him to help clients from Santa Monica to Singapore.

Jeremy DeMerchant

Jeremy DeMerchant is the founder for SalesEdge.io and the CEO of Permission To Sell Consulting Group. His passion for helping business owners increase their sales has allowed him to help clients from Santa Monica to Singapore.

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