Reports on Emails which are linked with a deal

Bernd Auer
Bernd Auer Member Posts: 348 VERIFIED MEMBER
Fourth Anniversary 100 Up Votes 100 Comments 25 Likes

If you are synching your emails you can get reports on the email performance. But you can NOT filter the emails which are linked to a deal.

I am not interested in statistics on mails from my daily business and from my Grandmother, only sales related email count. And they are sales related if they are linked to a deal.

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Comments

  • AutoForSales
    AutoForSales Member Posts: 1 VERIFIED MEMBER
    First Comment

    I would love to see this feature implemented too, what's the point of knowing all the email ever sent of received. I only want to track the email conversion for the emails that are linked to deal.

    Are you going to look into this ?

  • MC
    MC Member Posts: 82 VERIFIED MEMBER
    10 Comments First Anniversary 5 Likes 5 Up Votes

    I'm confused. Are you saying @Bernd Auer that the Activities Completed and Planned report cannot be filtered on a Deal so we can see the emails that pertain only to that specified Deal? I am gobsmacked if this is not possible. Overall statistics on all emails is irrelevant noise. We need to see a count of emails, calls and SMS messages sent and received for a specific Deal. I'll be SUPER disappointed if this is not possible.

    Any updates on the @Manuel Oliveira , @Sophie , @Andreia Costa ?

  • Travis Sixel
    Travis Sixel Member Posts: 4 VERIFIED MEMBER
    Second Anniversary Name Dropper First Comment

    I agree that knowing the email activity tied to a Deal is very important to measure productivity and effectiveness of communication.