{"id":808,"date":"2026-10-24T11:52:57","date_gmt":"2026-10-24T16:52:57","guid":{"rendered":"https:\/\/archietechnology.com\/ayuda\/guia\/ver-el-historial-de-automatizaciones-de-una-oportunidad\/"},"modified":"2026-10-24T11:52:57","modified_gmt":"2026-10-24T16:52:57","slug":"ver-el-historial-de-automatizaciones-de-una-oportunidad","status":"publish","type":"ayuda","link":"https:\/\/archietechnology.com\/en\/ayuda\/guia\/ver-el-historial-de-automatizaciones-de-una-oportunidad\/","title":{"rendered":"View an opportunity's automation history"},"content":{"rendered":"<p><!-- Archie Talk \u00b7 Embudos y seguimiento \u00b7 Estado: borrador (pasos sin verificar en pantalla) --><\/p>\n<h2>What you'll achieve<\/h2>\n<p>Find out what happened with an opportunity's automatic follow-up rules: which ones created a task and why others were skipped.<\/p>\n<h2>Before you start<\/h2>\n<ul>\n<li>The history only exists for opportunities that have already been saved.<\/li>\n<li>It shows the last 50 rule evaluations by stage since the history was turned on.<\/li>\n<li>If you're not an administrator, you can only see opportunities that are yours.<\/li>\n<\/ul>\n<h2>Steps<\/h2>\n<ol>\n<li>Open <strong>Sales CRM &gt; Pipelines<\/strong>\u00a0o <strong>All leads<\/strong>.<\/li>\n<li>Open the opportunity by clicking its card or its title.<\/li>\n<li>Scroll to the bottom of the panel and look for <strong>Automation history<\/strong>.<\/li>\n<li>Read each entry: task name, stage, result, and date and time.<\/li>\n<li>Click <strong>Refresh<\/strong>\u00a0to reload the list.<\/li>\n<li>Interpret the result:<\/li>\n<\/ol>\n<ul>\n<li><strong>Follow-up created<\/strong>: the rule worked.<\/li>\n<li><strong>Skipped: the source doesn't match.<\/strong>\u00a0The lead's source isn't the one configured.<\/li>\n<li><strong>Skipped: the currency doesn't match.<\/strong><\/li>\n<li><strong>Skipped: the value is below the minimum.<\/strong><\/li>\n<li><strong>Skipped: a pending follow-up already exists.<\/strong><\/li>\n<li><strong>On hold: the rule was paused.<\/strong><\/li>\n<li><strong>Task canceled when the stage changed.<\/strong><\/li>\n<li><strong>Sequence stopped: the opportunity changed stages.<\/strong><\/li>\n<li><strong>Sequence stopped: the rule was deleted.<\/strong><\/li>\n<\/ul>\n<p><span class=\"ay-captura\">Screenshot: opportunity panel with the Automation history section and several entries<\/span><\/p>\n<h2>Expected result<\/h2>\n<p>You understand why a task was or wasn't created, and you can ask an administrator to adjust the rule if needed.<\/p>\n<h2>Common issues<\/h2>\n<details>\n<summary>&#8220;This opportunity doesn't have any recorded evaluations yet.&#8221;<\/summary>\n<p>No rules have applied yet, or the opportunity predates the history.<\/p>\n<\/details>\n<details>\n<summary>I expected a task and there's no entry.<\/summary>\n<p>Check that the stage has an active rule (automatic follow-ups guide) and that the opportunity entered that stage after the rule was created.<\/p>\n<\/details>\n<details>\n<summary>An error appears when loading.<\/summary>\n<p>Click <strong>Refresh<\/strong>.<\/p>\n<\/details>\n<details>\n<summary>I don't see the section.<\/summary>\n<p>It only appears when you open an existing opportunity, not when you create a new one.<\/p>\n<\/details>\n<h2>When to contact support<\/h2>\n<p>Write to us with your company name, your user, the opportunity title, the stage, the result you see and a screenshot of the history.<\/p>","protected":false},"excerpt":{"rendered":"<p>Find out what happened with an opportunity's automatic follow-up rules: which ones created a task and why others were skipped.<\/p>","protected":false},"featured_media":0,"menu_order":26,"template":"","meta":{"ay_popular":0,"footnotes":""},"ayuda_seccion":[28,39],"class_list":["post-808","ayuda","type-ayuda","status-publish","hentry","ayuda_seccion-archie-talk","ayuda_seccion-talk-embudos"],"_links":{"self":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/808","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda"}],"about":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/types\/ayuda"}],"version-history":[{"count":0,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/808\/revisions"}],"wp:attachment":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/media?parent=808"}],"wp:term":[{"taxonomy":"ayuda_seccion","embeddable":true,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda_seccion?post=808"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}