Add create date field to each activity
We would like to be able to see what an AE has done in one particular day. Currently I can see the activity due date, but cannot narrow this down to the amount of activity an AE has done on any given day. Thanks!
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Anonymous
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This exists today within the Activities Detail Report, one of our premium reporting options.
Setup the hierarchy to include “Creation Date” and you’ll have the information that you are looking for. I might recommend doing Salesperson → Creation Date for a starter report and modify from there.
Thanks for the feedback!