Add ability to filter by User activities in the new CRM modules
A
Alex Merchant
There is currently an ability to filter by “Last activity date” in the new CRM, but the activities considered are only sales activities.
It would be great if there was another filter category for activity logs related to action a user of an account has taken: whether that be viewing some reporting, visiting a product dashboard, logging a profile connection, and other similar actions.
It would extend sense to allow automations to create user activities with customer labels/notes, just like you can today when using the “Create a sales activity” step.
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