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SRickman
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Member since ‎May 4, 2023
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SRickman
Participant
November 21, 2023
Reply to Q: Can I Clarify How I Report on Sales Activities
@karstenkoehler Thank you for the response. Since you specified "natively" in your answer, does that mean there might be some workaround using some...read more
SRickman on November 15, 2023
Q: Can I Clarify How I Report on Sales Activities
Specifically, I currently have several graphs that show how many activities each salesperson performs each day (calls, emails, SMS, etc). What I'd like to do it to only count one activity type per client per day. Meaning, if a salesperson has an read more
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SRickman
Participant
May 04, 2023
Reply to Activity Feed Settings - Not Seeing Everyone's Activity
I'm pretty sure that's exactly what I've been looking for. Could you please help me navigate to the view in that screenshot? 😁
SRickman
Participant
May 04, 2023
Reply to Activity Feed Settings - Not Seeing Everyone's Activity
Hey Jennifer, thanks for your response (I'm taking over this issue from EHanson). The problem is that we'd like to set it so that members of our ...read more
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