Using the UPilot Radar, you can keep yourself updated about the various updates in your team at any time. You can also filter out individual activities, such as deals won, deals advanced etc. in the Radar. At the same time, you can also use the Radar to keep track of all the notes where you have been mentioned using the search functionality in addition to the notifications and emails received. Using this, you can create your workflow and take action […]
The UPilot Radar gives you a list of all the past activities done in a simple to see chronological order. With the filtering capabilities, you can choose to see only a certain type of activities. With the Radar, you can also easily track the deals which have either advanced or regressed in your pipeline. To track the advances and regressions, you can: Deals Advanced With this filter, only the activities where a deal has progressed in the pipeline will be […]
The UPilot Radar gives you a list of all the past activities done in a simple to see chronological order. With the filtering capabilities, you can choose to see only a certain type of activities. In addition to being able to filter by users, time period, and type, you can also filter down the activities by: Deals Advanced With this filter, only the activities where a deal has progressed in the pipeline will be displayed. You can use this filter […]
The UPilot Radar gives you a complete overview of the activities happening in your team and in the entire company. With the Radar, you can overview the activities filtered down by the type of user, by time frame, or by type of activity. You can also check the total number of activities done based on the above-mentioned filters. The activities such as no. of contacts generated, deals created, tasks logged etc. will be displayed on the header part of […]
In UPilot CRM, you can view all your past activities in the Radar section. In the Radar, you can also sort the list of activities by selecting various users, type of activity, and time. To Filter Activities by Users If you would like to check the activities for a particular user or a group of users, you can do so with the below steps: Click on ‘Radar’ section Click on the ‘Choose User(s)’ option on the right side Select the […]