Settings and activity
29 results found
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37 votes
Libby Anglin
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39 votes
Libby Anglin
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45 votes
Libby Anglin
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2 votes
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Libby Anglin
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12 votes
Libby Anglin
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76 votes
Libby Anglin
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214 votes
Libby Anglin
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Add a date filter so user can select range of date, or specific date in general for activity reports
31 votes
Libby Anglin
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29 votes
Libby Anglin
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38 votes
Libby Anglin
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15 votes
Libby Anglin
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6 votes
Libby Anglin
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2 votes
Libby Anglin
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3 votes
Libby Anglin
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7 votes
Libby Anglin
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3 votes
Libby Anglin
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13 votes
Libby Anglin
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6 votes
Libby Anglin
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28 votes
Libby Anglin
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3 votes
Libby Anglin
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The current activity tracking is too broad to help agents assess the success of different activities. This causes agents to have to use seperate spreadsheets and trackers. These should be intigrated. If you are making a call to someone in the DB, it should automatically show up as activity. To track cold calls, door knocks or other activities where it's not attached to a specific contact in your DB, you should be able to enter these as activities in an activity page.