Articles in this section

How To View Your Campaign/Pipeline Activity

Step 1:

Hovering on the Left Panel will bring you to the Pipeline Activity page.

Here you can view all activity by user and custom date range. This report gives you a list of activities undertaken by the user in the selected time period and the lead associated with it. These activities are any action that has been taken by the salesperson for leads including, updates, setting reminders, moving a lead through the pipeline etc.

Screen Shot 2024-07-05 at 4.33.36 PM.png

Step 2:

Click on Pipeline Activity as seen above.

Screen Shot 2024-07-05 at 4.36.39 PM.png

Step 3:

You can then select the user and custom date ranges to get an in-depth view of the performance and type of activity for each lead as seen below.

Screen Shot 2024-07-05 at 4.39.26 PM.png

Was this article helpful?
0 out of 0 found this helpful