Filters: Filter by Team Interaction


Purpose: Filter by Team Interaction is a powerful tool allowing you to view your team's activity and engagement with Deals, Companies, Contacts or any other records within a specific time period. Use this filter to stay informed, reduce the risk of action items falling through the cracks, and gauge team's performance

Follow these steps to add a Team Interaction Filter:


1. Click on the Filter icon 12 


2. Select Team Interactions filter type


3. Select Interacted With or Hasn't Interacted With


4. Select to filter by a Specific Role, Specific Team Member, or Any


5. Select Role or Team Member name


6. Select Time Frame - Any Time in the Past or In the Past # of Days


 

Hint: Last Modified Date will reflect when the record was updated last by any team member, not necessarily by the team member selected in the filter settings



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