We want to enable a feature where each sales rep gets 1 email for all of his/her tasks, but the sales managers gets a summary of his team’s tasks as well.
Can we configure this?
Hi @fonzieMT,
When you navigate to the report library (Menu > Reports > Reports > Create report), search for ‘Tasks incomplete assigned to me by due date’ in the top left corner. You (or each rep) can then set up a recurring email for this report and specify who should receive it: Share or export reports and dashboards
If you don’t want each rep to set this up themselves, you could of course also create a custom task report for each report (not one that’s relative to who’s saving it). The approach here would be a single object report (Menu > Reports > Reports > Create report > Single object > Activities). Choose a table visualization and filter by Activity type = Task and Activity assigned to = [sales rep]. Then save a version of this report for each sales rep and set up the recurring emails.
Best regards!
Hi Karsten,
Apologise for the late reply, but it seems like these emails get cut halfway, not showing all the Tasks in the list.
I was looking to get a full list in the email. Any solutions?