Quick Activity Filters Follow

What are Activity Filters?

With the Activity Filters, You can now get better visibility of your important Tasks and Meetings quickly.

Filter Activities from the List-View or Calendar View using preferred Activity Types or on the basis of the Due Date Period.

ACTIVITY TYPES

Let's quickly discuss the feasibility and usage of the updated Filters.

• Calendar View: Filter Activity with Activity Types
• Select the particular activity Types you want to have a quick glance at or select "All" to view all types of activities
• Click Here to learn how you can create activity types

• List View: Filter Activity with Activity Types
• Select the particular activity Types you want to have a quick glance at or select "All" to view all types of activities.

• You can select multiple Activity types or specific types upon the click

DUE DATE PERIOD

We understand the Sales Team needs to focus on their planned activities. Now Filter your Activities on basis of the Due Date Filter.

• Filter Activities on the basis of Due Date from List View:
  • Overdue
  • Today
  • Tomorrow
  • This Week
  • Custom
• The custom option, lets you select the period from which you want the Activity listed.