Email performance Insights reports should be only related to Pipedrive Persons and Deals

Cevat Kusku_16085
Cevat Kusku_16085 Member Posts: 7 VERIFIED MEMBER
First Comment
edited July 2022 in Sales CRM #1

Hi,

I want to be able to see how our SDR team is performing on sent and received emails regarding prospecting emails.

However, Insights reports are taking all the inbox, including internal emails, and data that is shown is not insightful at all. It looks like we receive more emails than we send, a miracle!

Therefore, email performance should only take those emails which are related to a person ID via Pipedrive. Otherwise it is not email performance at all.

Tagged:

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    maybe you can filter down in the report where deal id is not blank?

  • Cevat Kusku_16085
    Cevat Kusku_16085 Member Posts: 7 VERIFIED MEMBER
    First Comment
    edited November 2020 #3
    Boris Tsibelman said:

    maybe you can filter down in the report where deal id is not blank?

    Hello Boris, thanks for the suggestion but there is no such a filter if you go to Activity - Email Performance type of report.  

This discussion has been closed.

Categories