Activity type tracking

Marcelina Drozd
Marcelina Drozd Posts: 22
First Comment Photogenic
edited June 23 in Sales CRM #1

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?

Tagged:

Comments

  • Andre Vill
    Andre Vill Posts: 138
    100 Comments Second Anniversary 5 Likes First Answer
    edited March 18 #2

    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,

    image
    image
  • Marcelina Drozd
    Marcelina Drozd Posts: 22
    First Comment Photogenic
    edited March 18 #3

    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,

    image
    image

    Great! Thanks for the answer, that's very helpful!