Activity Reporting page can be accessed in top right hand corner of the main menu bar: Activity
Account owner or Administrator can also set up users' rights to view Activity page. To achieve this go to gear icon > Users > User box > Privileges and mark the can see the Activity Reporting page check-box and click Save.
You can filter your activities by:
- WHO: Filter by a team member (see A)
- WHEN: Filter by date (see B). Use Calendar for specific dates or Quick select links: This month/Last month/This week/Last week.
- WHAT: Filter by activity type: All, Notes,Calls, Deals, Actions, Emails, Updates (see C).
Activity type that is recorded in the activity stream:
- top level stats: number of notes/calls/contacts created or edited, Deals: pending/won/lost.
- updating contacts' details (status, tags, address, emails addresses, ownership etc)
- new sales actions
- sales actions updates
- adding and updating notes
- copy of emails sent to contacts
- adding new deals
- update of existing pending deals (probability stages, expected close date)
- record of all won & lost deals.