Filter for non-deal linked activities in insights & reports

Emma Cohen

Should be able to exclude non-deal activities (e.g. activities in someone's calendar that are not related to deals) from activity insights & reports. You can do this on the table of activities, but when looking at activity growth over time, the numbers are skewed by internal meetings and calls which can't be filtered out. 

 

 

mmodica

We created a separate activity type to categorize those because a lot of our folks manage their personal lives on their work calendar as well. And then we exclude that activity type in the reporting of activities.