Activity Reporting
The Activity page gives you a summary of all your sales team's activities in your account. Details of Notes, Calls, Meetings, Deals, Actions, Emails and Logs (new contacts created, deleted, status updates, edits) are displayed here.
You can segment by team members, predefined filters and select a time frame.
| In this article: |
| Activity types |
| Filter your Activities |
| Search your Activities |
Activity types
To find the Activity page click More → Activity.
The data is segmented based on the different activities that have taken place in the account. Click on each tab to see the total of each activity completed.
Each tab displays a different activity:
- All - Overview of all your activities sorted in chronological order.
- Notes - All updates relating to notes created and edited along with totals.
- Calls - All completed call notes and conversation results along with totals.
- Meetings - Overview of all your meeting notes sorted in chronological order.
- Deals - Updates and statistics relating to Deals that are new/won/lost along with totals.
- Actions - Overview of Actions completed/deleted and updated along with totals.
- Emails - All sent and received emails along with totals.
- Logs - Overview of individual and bulk edits made to your contacts such as updates on status, tags, address, email addresses, ownership, etc.
Note: You can open your contact in a popup while viewing the Activity page to add new Next Actions, notes, deals, calls, etc.
Filter your Activities
On the Activity page, you can filter your activities by:
- Team member
- Predefined filter (tags & filters)
- Time frame
Search your Activities
You can search any of the below examples in your Activities:
First and last name Phone number Background Calls Address |
Organization Name Email address Notes Deals |
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 Filters.
- There are some search queries that will not return a result when searched on their own see below:
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about
above
after
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against
all
am
an
and
any
are
aren't
as
at
be
because
been
before
being
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both
but
by
can't
cannot
could
couldn't
did
didn't
do
does
doesn't
doing
don't
down
during
each
few
for
from
further
had
hadn't
has
hasn't
have
haven't
having
he
he'd
he'll
he's
her
here
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hers
herself
him
himself
his
how
how's
i
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if
in
into
is
isn't
it
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itself
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more
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myself
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ourselves
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when
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