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

Michell da Costa
Michell da Costa Posts: 1
edited July 27 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.

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 7 #2

    you can report on email activity, without creating tasks

     

    image
  • Alex Grossmann
    Alex Grossmann Posts: 2
    edited February 16 #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.