Terribly disappointed in the Emails and Activity reports/insights. We upgraded to the more expensive package to enable full 2-way sync, so we can get rid of manual BCCing, but now it turns out this renders both Emails and Activity reports essentially useless, because these include ALL emails and meetings. The only way to exclude internal team emails and in-house meetings (even vacations), is creating separate folders and rules in mailboxes and sync setup. Quite honestly, I expected Pipedrive is able to automatically count only deal-related emails and events. Does anyone have an automated solution for this?
Post
Feedback & SuggestionsEmail SyncTips & TricksStatistics & ReportsActivitiesSeeking AdviceInsightsCalendar sync How to get rid of non-deal related items in Emails and Activity reports?
How to get rid of non-deal related items in Emails and Activity reports?
To see the answers/comment from our community members, please login/sign up for free to this Sales community.