You have access to powerful search and filter tools to help you navigate your logged interactions. These tools let you quickly locate past or upcoming activities based on:
Keywords
Activity type
Date ranges
Advanced fields like business unit, company, account category, and contact
Whether you’re preparing for a client meeting or analyzing sales activity trends, search and filter tools are essential to working efficiently in your Seller Dashboard.
Being able to quickly pinpoint relevant activity helps salespeople follow up more consistently, helps managers understand team bandwidth, and allows leadership to spot trends early.
