How to Check Dictations for Activities and Opportunities to be Created
When other users are dictating notes into G5, sometimes the dictated note will contain instructions or other activities or opportunities that need to be created.
Each day, scan the recent activities for any dictations like that, and create the indicated item.
To check recent activities:
Go to the Home Workspace → My Recent Activities tab.
Set the Start Date to “in the previous (days)” and set the Days value to 1. This will set the filter to find activities that started in the last day.
Set the Template filter to “not equals” and use the search bar to find “Print Document” and the 2 “Email” options. Check all 3 when you find them.
Your filters should look like this:
With your filter set up, click on the Report icon on the top right of the data table, then click on My Contacts’ Recent Activities Report.
Choose the style of report you would like, then click Run Report.
You can then use the report you just saved to easily scan through the notes.
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