Shared guide

How to use the deals activity report

Step-by-step guide covering: Click the Reports option; Click the Create button; Click the Create report button; Click the Search all templates input.

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·12 steps·6 views·Published
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Step-by-step Guide12 steps

  1. Click the Reports option

    Click the Reports option
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  2. Click the Create button

    Click the Create button
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  3. Click the Create report button

    Click the Create report button
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  4. Click the Search all templates input

    Click the Search all templates input
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  5. Type 'deal activity' in Search all templates

    Type 'deal activity' in Search all templates
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  6. Click the Activity feed timeline

    Click the Activity feed timeline
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  7. Click the All activity types option

    Click the All activity types option
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  8. Click the Lead visits option

    Click the Lead visits option
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  9. Click the Save report button

    Click the Save report button
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  10. Click the Next button

    Click the Next button
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  11. Click the Save report button

    Click the Save report button
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  12. Click the Save button

    Click the Save button
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