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

Bernd Auer www.pd-experts.com

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

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

Edie Mew

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