Bulk Actions History: View Audit Trails for Bulk Actions for Troubleshooting and Transparency
The Bulk Actions History tool provides a transparent audit trail for bulk listing alerts applied to leads in your Sierra Interactive CRM. It allows Primary Managers to review queued, active, and completed bulk actions for greater visibility and troubleshooting.
Why This Feature Matters:
Bulk listing alerts are a powerful tool, but without transparency, it can be difficult to troubleshoot or track their impact. The Bulk Actions History brings clarity by offering real-time visibility into actions performed, helping managers verify completion, diagnose issues, and maintain accountability.
Step-by-Step Instructions:
Who Can Access the Bulk Actions History
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Primary Managers Only: This feature is only available to the Primary Manager on each account.
Where to Find It
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Log into your Sierra CRM account.
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Click the gear icon (⚙️) in the admin menu.
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Find and click the Bulk Actions History tile to open the page.
How to Use Bulk Actions History
The initial version of the Bulk Actions History includes detailed audit logs for bulk-applied listing alerts, including:
Filter Options
You can sort and filter the listing alert logs by:
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Site Name (if multiple Sierra sites are associated)
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Listing Alert Type (Saved Search E-Alert or Market Update)
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Alert Status (Queued, Processing, Completed, or Error)
Data Columns Available
The Bulk Actions History displays the following data for each bulk action:
|
Column |
Description |
|---|---|
|
Status |
Shows if the alert is Queued, Processing, Completed, or has Errors |
|
Site |
Applicable if your account manages multiple Sierra sites |
|
Saved Search Name |
Name of the Saved Search used for the alert |
|
Listing Alert Type |
Either a Saved Search E-Alert or Market Update |
|
Send Frequency |
How often the alert is scheduled to be sent |
|
Assignment Type |
Method used to assign the alert (e.g., all leads, filtered group) |
|
Total Leads Selected |
Number of leads originally selected for the alert |
|
Leads Processed |
Number of leads the alert has attempted to process |
|
Leads Applied Today |
Number of leads that received the alert on that date |
|
Date Queued |
When the bulk action was queued |
|
Date Began |
When the system began applying the alert |
|
Date Completed |
When the system finished applying the alert |
|
IP Address |
IP address of the user who initiated the bulk action |
Best Practices:
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Always verify Status and Completed Date after a bulk alert action to ensure it finished successfully.
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Use the IP Address field to validate which user initiated the action for compliance.
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Filter by Error status to quickly locate alerts that need troubleshooting.
Troubleshooting Common Issues:
Issue: Some leads didn’t receive the alert.
Solution: Check the “Leads Processed” vs “Total Leads Selected” and review the Error status or alert filter criteria.
Issue: Can’t find the Bulk Actions History tile.
Solution: Only Primary Managers can see this feature. Confirm you have the correct user role.
FAQs:
Q: Can I export the Bulk Actions History data?
A: Not at this time. You can manually review or take screenshots for reference.
Q: What types of actions will appear in the history in future versions?
A: Currently only listing alerts are tracked, but more bulk action types may be added over time.
Q: Why do some alerts show as “error”?
A: Errors can occur due to missing search criteria, lead assignment conflicts, or system timeout during processing.