Report: Tracking just of emails which are connected to a deal
Bernd Auer www.pd-experts.com Posts: 378
edited July 2022 in Ideas and Product Feedback #1
Is the title self explaining enough? :-)
If not: I would like to have a report which tells me the amount of emails send and received, but only if they are linked to a deal. Otherwise, they are not sales relevant.
Mike van der Valk Posts: 4,059edited February 2021 #2
Thanks for sharing @Bernd Auer I've just highlighted this to our team, hopefully there's bandwidth for it!0
Hey guys, so I thought of a possible workaround, but its not ideal.
To only sync emails with specific labels or inbox? So I tested this and it does mean you need to organise your emails into labels and when you send an email you need to manually assign the label (unless you set up a rule in your email provider).
Then only emails with labels synced will appear in the report1