Activityreports help you gauge how much time and effort your team spends interacting with prospects and customers. Gain insights into your team’s activity with people, organizations, and opportunities on your lists.
Select a list and Interaction Date to view how many emails, calls, and meetings your team has across your deals.
These reports sift through significantly more data than any existing report. If your report doesn’t load after 2 minutes, you can narrow down your results by adjusting the Interaction Date, Team Members, Column, and Saved Views filters to the interactions you want.
Calendar events in the future count as“meetings”. To filter those out, use the Interaction date filter.