Filters: Filter by Scheduled Activities

Purpose: Scheduling an Activity is an effective tool to set a reminder or assign a task, allowing you to manage workload more effectively. The filter functionality allows you to view Contact or Custom Object records by any or specific scheduled activity for the selected timeframe and team member

To add a Scheduled Activities Filter, follow these steps

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 Scheduled 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

Hint: "Scheduled Within # of Days" and "Overdue More Than # Days" is based on the activity Due Date