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 the preferred,
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 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 glance at or select "All" to view all types of activities.
- You can select multiple Activity types or specific types upon 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.
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