A quick and easy way to view lead activities for yourself or others is to utilize your filter in either the Activity View or Activity Calendar. This will help you plan your day-to-day as well as see what the entire sales team is up to.

Your Activity View is a great way to see activities. Select the Activity View tab to be taken to this module.

Utilize your Filter for easy, custom reporting.

Activity Calendar

The Activity Calendar, similar to the Activity View, provides activity information but organized in a different manner.

Once in the Activity Calendar, you can easily toggle to which month you would like to views as well as determine if you want to view activities monthly, weekly or daily.

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If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

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