Jun 10, 2020 11:57 AM
Looking for the ability to report on the # of individual UNIQUE contacts a rep has executed an activity against. Do not want to see the # of activities a rep has because they may have executed several activities with one contact which would inflate their activity #'s
Jun 10, 2020 11:34 PM
Hi @msteele 👋🏻,
Perhaps you can consider creating a cross-object report (Contacts + Activities report) and have it displayed like that: Cross-object report
By displaying the Activity assigned to by the # of contacts, you will see the unique value of contacts that each rep has contacted, instead of the # of activties the rep conducted in total.
Hope this helps! 🙂