Ability to distinguish if email is sales or service based
I'd like to be able to report on whether an email from the same user was a sales email or a service email (for existing clients).
Users can be emailing leads and customers at any given point, but we cannot split the activity type for reporting purposes.
The same users are making all activities, and as activity can't have custom properties there's no way to distinguish how many sales or service emails are being sent per user/team
We tried using the lifecycle stage for reporting, but once the record became a customer the activity all goes against a customer record, not a lead
We also tried calculating the amount of sales activities on a record before it becomes a customer, but reporting that didn't work either.
