Email in Activity Feed
RespondidaMy team has made good use of the integrated email in Zendesk Sell. Particularly the ability to filter Leads and Contacts based on Everyone's Communication (without necessarily seeing the content of the emails).
As a manager, it is difficult however for me to see which of our team members are communicating via Zendesk and which are using outside channels. I love the Activity Feed provides me an overview of general productivity and sales cycle.Is there a way to see email activity (at least a summary of outbound email) through the Activity Feed (next to My Dashboard) or by other means?
-Peter Veal
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Hi @...,
Thank you for reaching out!
I will be sure to pass your feedback to our Product Team about adding an email option to the account-wide activity feed on your dashboard, thank you for that suggestion! I would also like to offer some suggestions below:
- On a specific lead/contact, you can see the communication between a sales rep and a lead/contact in your account. Click on the all activity drop-down menu to specify what type of communication you want to see on the record:
- The email outcomes report allows you to filter for emails "Sent from Sell" as well as on specific Leads, Contacts, or Deals.
I hope this helps offer some workarounds for viewing your sales rep's emails in your account!
- On a specific lead/contact, you can see the communication between a sales rep and a lead/contact in your account. Click on the all activity drop-down menu to specify what type of communication you want to see on the record:
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Hi there, the solution doesn't address the problem of the lack of emails sent information the activity feed. As a user, I would find this useful and the reporting function only gives me a metric, not the specific emails sent.
I don't understand why the activity feed has every type of activity imaginable except for the one that is most commonly used - Email!!!
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Hello,
I would like to add in here. Maybe I missed the button but when I am going through the activity reports, am I able to get a daily metric (without having to click through each day and do that myself) as opposed to only a bulk view of a certain timeframe?
AKA, I would like a breakdown of each month for how many emails/calls were made each day.
Let me know.
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Hi @...- Sorry for a delay in reply here! In the Activity Overview report, you can actually filter by a timeframe and see what kind of communication has occurred with you users. (Not just calls and emails, but notes, text messages, tasks, appointments, etc.). I hope this helps!
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Hello Laura,
Thank you for your response but, I am looking for a little more.
In this screenshot, you can see the breakdown which is fine.
But, when I switch to the blocking total I no longer have the daily breakdown and I only have the total from that time period.
I would like to know how I can run a monthly report with a view of the daily volume.
Thank you,
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