Filters: Filter by Scheduled Activities


Scheduling an Activity is an effective tool to set a reminder or assign a task, allowing you to manage workload more effectively.

The filter functionality allows you to view Contact or Custom Object records by any or specific scheduled activity for the selected timeframe and team member.

Add a Scheduled Activities Filter 

    1. Click Data from the top menu bar
    2. Click Contacts or Custom Objects
    3. If Custom Objects, select the Custom Object you would like to view2022-10-11_05-13-27.jpg
    4. Click on Filter
    5. Click on Choose Filter
    6. Select Scheduled Activities as the filter type                                                                                      2022-10-11_05-22-22.jpg
    7. Select to filter by Any Activity or Specific Activity2022-11-14_13-45-26.jpg
    8. If selected by Specific Activity, click on the activity to filter by2022-11-14_13-50-07.jpg
    9. Select a time range2022-11-14_13-53-24.jpg
    10. Select what team member the activity is scheduled for
    11. Click Apply Filter2022-11-14_13-58-53.jpg


"Scheduled Within # of Days" and "Overdue More Than # Days" is based on the activity Due Date


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