I created a report which shows how many activities each sales did in certain period of time. Let's say the sales made a call in the moring and record that in the activities hisotry, and send a follow up email in the afternoon, and SYNC the outllook email to salesforce, that would count as the sales did two activities. It became a problem that all sales just keep sending emails instead of making actual call, but the report still show they've done a lot evryday. is there any way i can separte this in two different reports?
Ideally would be one places shows the actual call or input whatever they did, such as called, no answer, set up meeting, etc., another places shows the email they sync from outlook.
Thanks you all!
2 件の回答
Hi, from what i can see the synced emails show as "Email:" . Maybe you could exclude them via the filter.
