Sunday, May 19, 2019

Count of Messages Sent by Sales Reps in a Month

Please do the following steps:

1. Navigate to Lists > Search > Saved Searches > New 

2. Select Message
3. Enter a Search Title

4. On the Criteria tab, add the following Filters:
Author is *select the names of the Sales Reps
Date is within this month

3. On the Results tab, set the following :
Sort By = Author
Field: Author
Summary Type: Group
Field: Internal ID
Summary Type: Count
5. Click Save

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