Filter by Team Interaction is a powerful tool allowing you to view your team's activity and engagement with Deals, Companies, Contacts or any other records within a specific time period.
Use this filter to stay informed, reduce the risk of action items falling through the cracks, and gauge team's performance.
Add a Team Interaction filter
- Click on the Filter icon
- Select Team Interactions filter type
- Select Interacted With or Hasn't Interacted With
- Select to filter by a Specific Role, Specific Team Member, or Any
- Select Role or Team Member name
- Select Time Frame: Any Time in the Past or In the Past # of Days
Last Modified Date will reflect when the record was updated last by any team member, not necessarily by the team member selected in the filter settings