Analytics: Note Activity

In this article, you will learn more about the Note Activity Report under the new feature  Analytics. You can find the  note activity created by users here. This includes all Note types plus uncategorized notes. 

To access and use your Note Activity reports page,  check out this step by step article.

In this specific report, you will be able to get an overview of the following note activity categories:

  • Uncategorized
  • Call
  • Email
  • Follow Up
  • Meeting
  • Next Steps
  • Overview
  • Assessment
  • Resume Text
  • Reference
  • Left Message
  • Internal
  • Source
  • Feedback
  • InMail

RELATED ARTICLES:

View Aggregated Notes

How do I add files to Notes?

Why can't my Client see the notes I made?

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