RE: Employee Activity Report/Search

We want to capture the phone calls, email, tasks, events, and other Notes that ALL of our employees. We had started with the Sales Activities report but it doesn’t capture any activities that are not related to customers.

We have created individual searches for the various activities but cannot figure out how to get all the activities into one search and/or report.

Any suggestions?

@Ryan House

Eglulu6 Rookie Asked on April 2, 2020 in Saved Searches.
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2 Answers


Thanks! Glad to have some confirmation.

Rookie Answered on April 6, 2020.
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