Activity Tracking and Reporting | PipelineDeals

Activity tracking

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  • Deal graphic Stay on top of your team's activities. With custom activity categories, sales team members can easily log all their calls, emails, meetings, and more. You'll always know exactly what's happening, so you can drive improvements and encourage collaboration.

  • Activity categories

    Customize activities

    Create an unlimited number of custom activity categories to track the work your sales reps do every day. Choose activities that are significant to your business and contribute most to closing more deals.

  • Activity monitoring

    Stay informed

    Sales reps can assign a custom activity category to everything they do in PipelineDeals. This allows sales managers and authorized teammates to see at a glance what each rep did and when they did it.

  • Activity notifications

    Collaborate with notifications

    Use notifications and receive an email when an activity is created or someone responds to an activity comment thread that you are on. Never miss any activity from your sales team and close deals faster.

  • Activity reporting

    Run detailed reports

    With time trended reports, you can view sales activity for any time period in a line chart. Sales managers can view activities by rep, by team, or for the entire company.

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