Extracting Activity Analytics from System

Kris Flinn
Kris Flinn Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Hello, I am setting up the system to run a primarily field based sales team.  I am looking to be able to extract activity analytics from the system including number of people spoken to (i.e. a count of those within meetings, not just the number of meetings) and a simple way of downloading the notes from meetings so that I can see all of this is one place.  Does anyone know how to set this up?  many thanks

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER
    100 Comments Second Anniversary Photogenic
    edited April 2021 #2

    Hi Kris, I think that only way to do this is via api. Let me know if you need help!

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