Can we see a consolidated view of activities at a deal level ?

One deal has multiple participants. There are actions /emails with each of them.

Can we have a consolidated view at the deal level?

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Answers

  • Lucas MAGNE
    Lucas MAGNE Posts: 136 ELITE SOLUTION PROVIDER
    100 Comments 25 Likes First Anniversary 5 Up Votes

    Hey,

    Into the deal view obviously but also into the activity tab with a filter :


  • Venkat
    Venkat Posts: 2
    Name Dropper First Comment

    Thank you @Lucas MAGNE .

    At the deal level, I am able to see all activities except emails.

    I can see the emails at the participant level but not at the deal level.