How to Assign Sales Activities Per User

Activity Enhancements Erick Vargas

In this article, we are going to show you how to set up a user's activities so they only see the activities that they want to see.

It's easy to do, the first thing you have to do is go to Company Settings > Dash Report and select the user's name from the dropdown:

You'll see that all of the activities and behaviors are automatically checked off to appear on the projects and activity wall:

If you want all the activities to be shown, all you have to do is click save:

If you do not want all these activities to be shown, uncheck the box that you do not want to see:

 

The Sales Activities you've selected will now appear on the Activity Wall and on the individual project pages for this user:

 

That's how you assign Sales Activities!

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