Filters: Filter by Completed Activities

Purpose: Completing an Activity is an effective way to track performance of your team and track milestones that have been met in your process. This filter functionality allows you to find Contact or Custom Object records that have a completed activity within a specific timeframe for a team member

To add a Completed Activities Filter, you need

1. Navigate to Data from the top menu bar

2. Click Contacts or Custom Objects

3. If Custom Objects, select the Custom Object you would like to view

4. Click on the Filter icon  

5. Click on Choose Filter

6. Select Logged Activities as the filter type                                                                           

7. Select to filter by Any Activity or Specific Activity

8. If selected by Specific Activity, click on the activity to filter by

9. Select a time range

10. Select what team member the activity is scheduled for

11. Click Apply Filter