Report: Tracking just of emails which are connected to a deal

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.

2 votes

· Last Updated -


  • Mike van der Valk
    Mike van der Valk Posts: 4,059
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited February 2021 #2

    Thanks for sharing @Bernd Auer I've just highlighted this to our team, hopefully there's bandwidth for it!

  • Edie Mew
    Edie Mew Posts: 152
    100 Comments First Answer 5 Up Votes 5 Likes

    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 report