Counting [EXTERNAL] Sales Rep Activities

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

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 ?

2

Hi @NRichardson1,

For one, you could exclude your own company domain from CRM email logging by following these steps: Exclude recipients from CRM email and meeting logging

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!

3

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