How do you create one singular Report that shows number of emails sent & Activities actioned

Alexandra Duncan
Alexandra Duncan Member Posts: 2 VERIFIED MEMBER
Name Dropper First Comment
in Sales CRM #1

Hi all, I am looking for a way to create one Report that shows the number of emails sent & Activities actioned over a specific period of time on all deals in my Pipeline. EG: All Activities (calls, notes, meets) AND emails sent (via Gmail integration) during the month of April.

Thanks!

Alex

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  • Alexandra Duncan
    Alexandra Duncan Member Posts: 2 VERIFIED MEMBER
    Name Dropper First Comment
    #3

    HI @Kreete K thank you for your answer. I was able to find the 2 x separate reports and take the required data from them :)

    Alex

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