We really need a way to filter internal meetings from Insights reporting. Any suggestions? Or is thi

Jay Graves
Jay Graves Posts: 15
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edited July 2022 in Ideas and Product Feedback #1
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  • Brad Krause_13404
    Brad Krause_13404 Posts: 432
    100 Comments 5 Up Votes
    edited May 2022 #2

    Would think the best way would be to define your activity types to how your sales process operates. Company meeting, prospect meeting, client meeting. If you want to get that granular.  You can customize what activity types you use in Settings - Company settings- activities.

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  • Javier Gonzalez_12429
    Javier Gonzalez_12429 Posts: 1
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    edited February 2021 #3

    We have the same request. This won't work as the Calendar sync cannot distinguish between different meetings. 

  • Paul Armstrong
    Paul Armstrong Posts: 6
    Second Anniversary Name Dropper First Comment Photogenic
    edited May 2022 #4
    Brad Krause said:

    Would think the best way would be to define your activity types to how your sales process operates. Company meeting, prospect meeting, client meeting. If you want to get that granular.  You can customize what activity types you use in Settings - Company settings- activities.

    image

    Hi, that sounds like half the solution. Hows do you then ensure that internal meetings have their activity type set to "Company Meetings"?

     

    Thank you

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