Activity Reporting
The Activity reporting page gives you a summary of all your sales team's activities in your account. Details of Notes, Calls, Deals, Actions, Emails and Updates (new contacts created, deleted, status updates, edits etc) are displayed here. You can segment by different team members, filters and date.
| In this article: | |
| Activity types | |
| Filter your activities | |
| Search your activities |
Activity types
To find the Activity page click More → Activity.
Data is segmented based on the different activities which has taken place in an account. Click on each tab to see the total of each activity completed.
Each tab displays a different activity:
- All gives an overview of all your activities sorted in chronological order.
- Notes displays all updates relating to notes created and edited along with totals.
- Calls shows all completed calls and conversation results along with totals.
- Deals displays updates and statistics relating to Deals won / lost / pending along with totals.
- Actions gives an overview of Actions completed / deleted and updated along with totals.
- Emails displays all sent and received emails along with totals.
-
Logs gives an overview of individual and bulk edits made to your contacts such as updates on status, tags, address, emails addresses, ownership etc.
Note : You can open your contact in a popup while viewing the Activity page to add next actions, notes, deals and calls.
Filter your activities
In the Activity reporting page you can filter your activities by team member, filter (tags & filters) and dates.
- To segment your activity by team member click on All team members → select the team member whose activity you wish to view.
- To segment by filters (tags & filters) click on Filter → select Tags or Filters.
- To segment by date range use the date picker or the Quick Select option.
Search your activities
| First and last name | Organization name |
| Phone number | Email address |
| Background | Notes |
| Calls | Deals |
| Address |
NOTES
- Account owner or Administrator can also set up users' rights to view Activity page. Read more here.
- The activity search will only return results if your search query contains the first characters of what you're looking for. For example, if you want to find any activity containing the word "Appointment", the search query must be typed from the start of the word, i.e. "App", "Appoint", and not "point", "pointment", etc.
- For more extensive searches using multiple fields you can use the Advanced Search.
- There are some search queries that will not return a result on their when searched on their own see below:
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