topic Re: Counting [EXTERNAL] Sales Rep Activities in Tips, Tricks & Best Practices

Counting [EXTERNAL] Sales Rep Activities

NRichardson1 — Sun, 26 Jun 2022 11:16:25 GMT

I have a report which counts Sales Rep activities (Calls, Meetings, Emails) over the previous week - which works really well

Problem is that I am registered contact within our CRM, so every email my team sends me is counted as a "Sales activity"

Is there any way for me to change my report to only count EXTERNAL emails / calls ?

Re: Counting [EXTERNAL] Sales Rep Activities

karstenkoehler — Mon, 27 Jun 2022 04:27:36 GMT

Hi @NRichardson1,

For one, you could exclude your own company domain from CRM email logging by following these steps: https://knowledge.hubspot.com/settings/add-emails-and-domains-to-the-never-log-list

In reports, you could exclude internal activities by setting an activity filter for "Email To Address does not contain [your company email domain]".

Hope this helps!

Re: Counting [EXTERNAL] Sales Rep Activities

NRichardson1 — Mon, 27 Jun 2022 11:22:07 GMT

Fantastic - thank you so much - really appreciate the input !