Activity type tracking
Is there an easy way to track what kind of activities are done by a Deal/ Organization and how long they take? Eg. to get information like: this month phone calls took 30 min, meetings 3 hours and emails 2 hours?
Comments
-
Hi, Marcelina!
If I understand correctly, then for Organisation based tracking you just need to add new reports into your Insights. From there you can choose an Activity-based report and will out the filter with information that you need. Then choose " View by (Organisation)" in the measurements below the filter.
For a deal-based tracking, the only thing I could think of right now is that you change the Deal name in the filter every time, you want to check a specific Deal.
As long as you fill out the activities in your calendar with correct activity types, the data should be valid.
I will add 2 screenshots.
Andre,
0 -
Andre Vill said:
Hi, Marcelina!
If I understand correctly, then for Organisation based tracking you just need to add new reports into your Insights. From there you can choose an Activity-based report and will out the filter with information that you need. Then choose " View by (Organisation)" in the measurements below the filter.
For a deal-based tracking, the only thing I could think of right now is that you change the Deal name in the filter every time, you want to check a specific Deal.
As long as you fill out the activities in your calendar with correct activity types, the data should be valid.
I will add 2 screenshots.
Andre,
Great! Thanks for the answer, that's very helpful!
0
