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

Venkat
Venkat Member Posts: 2
Name Dropper First Comment
in Sales CRM #1

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 Member Posts: 163
    First Anniversary First Comment 5 Likes 5 Up Votes
    #2

    Hey,

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

    image.png


  • Venkat
    Venkat Member Posts: 2
    Name Dropper First Comment
    #3

    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.

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