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Kent ModesittKent Modesitt 

Tracking Communications per Day

Hi all, new to Sales Force--one person company.

I'd like to capture my number and type of "ReachOuts" per day (think stacked bar chart). "ReachOuts" for me are calls, emails, meetings, presentations & other.

I've been able to capture "calls" and "meetings" with existing fields, but not the number of emails out per day. Also, I've been unable to customize to add "presentations" and "other" to the mix.

I've also tried to create a custom pull-down with the items above, but I'm unclear how to link that data with more than one date. (For example, I may email someone on Monday and Wednesday, then meet on Thursday. I'd like to record all three events on their respective dates, but can currently only capture whatever the last event is.)

Any help will be greatly appreciated!
Kent
Best Answer chosen by Kent Modesitt
sakshi nagpalsakshi nagpal
Hi Kent,

 Check this-:
https://help.salesforce.com/articleView?id=000321258&type=1&mode=1

Thanks

All Answers

sakshi nagpalsakshi nagpal
Hi Kent,

 Check this-:
https://help.salesforce.com/articleView?id=000321258&type=1&mode=1

Thanks
This was selected as the best answer
Kent ModesittKent Modesitt
That's it.  Thank you very much!