Activity Reporting


Activity Reporting page can be accessed in top right under Activity.

1. You can filter your activities by:

  • All team members, Tags, Custom filters (see A).
  • A date range: manually choose the dates (see B) or quick select drop-down (see C).
  • Activity type: AllNotes, Calls, Deals, Actions, Emails, Updates (see D).

2. Activities appear in the Timeline below (see E).

Activity types that are recorded in the Timeline are as follows: 

  • 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 Next Actions
  • Next 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.
NOTES
  • Account owner or Administrator can also set up users' rights to view Activity page. To achieve this go to gear icon > Users and Billing > Select User box > Access and select the check box can View Activity page.
  • Activities completed in bulk using the Bulk updates toolbar are not included in the Activity timeline.

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