Automatically creating a "Done" Activity after an email is created & sent

Michell da Costa
Michell da Costa Posts: 1
edited July 2022 in Sales CRM #1

Hi can anyone tell me if there is a way to automatically record an activity as done once you have say created and sent and email.    I would like to track how many emails I am writing without having to then go and created the activity and set it to done.

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  • Boris Tsibelman
    Boris Tsibelman Posts: 998
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited February 2022 #2

    you can report on email activity, without creating tasks

     

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  • Alex Grossmann
    Alex Grossmann Posts: 2
    edited February 2022 #3

    I have a similar question, but I am not interested in reporting. I just want to see the completed activity on the contact without having to create it manually.

    So workflow would be: I send a mail and it will automatically file a completed activity at the contact, as the title of the activity e.g. the subject of the email.

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