Hi, is there a way to filter deals in sales where I have been involved in an activity? Say an email?
Many thanks!
Hi @ELar7,
Yes, you can create a deal-based list (Menu > Contacts > Lists) where you filter for deals that have an activity logged that is assigned to you (email, task, note etc).
Best regards!
Hi karstenkoehler,
Thanks for that! I’ll try it.
Best wishes,