Reports on Emails which are linked with a deal

Bernd Auer
Bernd Auer Member Posts: 344
First Anniversary 5 Likes 5 Up Votes Name Dropper
edited June 2023 in Ideas and Product Feedback #1

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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  • AutoForSales
    AutoForSales Member Posts: 1
    First Comment
    #2

    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: 69
    5 Likes 5 Up Votes First Comment Name Dropper
    #3

    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
    Name Dropper First Comment First Anniversary
    #4

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

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