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A
Anonymous
September 6, 2013
Question

all activity history for a company

  • September 6, 2013
  • 2 replies
  • 978 views
is there a way to see all interesting leads for an entire account?

for example, my boss remembers seeing something a while ago on the ACME INC page but since I sent out a new email campaign today, he no longer sees it and can't remember which lead it was related to. 

where can i find past activity for that company so that i don't have to go through every single lead in the company?
Is there a way to adjust settings for this for Sales Insight?
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2 replies

A
Anonymous
September 6, 2013
Hi Miro,

You can create a smart list with theses filters:
Company Name is ACME
Had Interesting Moment is Email & put a date range for today.

Then go to the Leads tabs and add a field for last interesting moment.desc.

Hope this helps.
A
Anonymous
September 6, 2013
Thanks, but I want to see MORE than just the last interesting moment. I assume this means then I still have to click on every individual lead to see their Activity Log. This is not very efficient.

Perhaps more importantly, is there a way to increase the number of last interesting moments show in Salesforce/Sales Insight?
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