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pavan@sforce Lead Activity Report on Email, Call and Meetings
Hi Folks,
I want to build a report on lead activity history that tracks, the count of calls, Emails sent and how many Meeting requests send by a salesperson(User). Curretly am using Subject and Type fields in the reports but not able to get all the activities like meetings emails. If i build on subject, user can edit the Subject as it is a combo box. If we provide Type field, we are not able to track the meetings as Type. Is there any way to implement this?
I want to build a report on lead activity history that tracks, the count of calls, Emails sent and how many Meeting requests send by a salesperson(User). Curretly am using Subject and Type fields in the reports but not able to get all the activities like meetings emails. If i build on subject, user can edit the Subject as it is a combo box. If we provide Type field, we are not able to track the meetings as Type. Is there any way to implement this?
Sonam (Salesforce Developers) What you can try is create task record types and have users create tasks as per the record type usch that you can then report on the record type and since its not an editable field - users would not be able to edit it.