How are prospecting calls included in Thynk reports?
By Thynk· Published · Updated
Prospecting calls logged as activities in Thynk appear automatically in activity reports and dashboards, filtered by user, date and type.
Full answer
Prospecting calls logged in Thynk are included automatically in activity reports and dashboards.
- Log calls as activities on the account, contact or opportunity.
- Use the call type to identify prospecting activity.
- Activity reports filter by user, date and type, so managers can track prospecting effort.
Because Thynk is built on Salesforce, calls logged anywhere in the platform feed the same reports, and access follows each user's permissions.