Warehouse Activities is where you can find the history of all activities on all leads. Different to Warehouse Leads where you can look up all leads with status success, Warehouse Activities lets you find leads that at some point have been saved as success.
Go to Warehouse in the menu on the left and choose Activities.
As the default view, the Warehouse table shows you all activities in Adversus without any filtering. You can customize and save your view from the menu on the right side. Let's dig into that:
Filters
Use filters to narrow your search and locate the specific activities you're looking for, e.g., User = Dwight Schrute.
It's also possible to filter based on your custom lead and/or result fields. Go to the bottom and click Add a header filter and choose the field you want to filter based on.
Columns
From the Columns tab, you decide the data you want to show in the table by adding relevant fields. If you'd like to lock a column, so it's always visible for your user when you enter Warehouse Activities, click the lock icon. If you, on the other hand, would like to remove it from the table, click on the X.
Actions
There are no actions available from Warehouse Activities.
Views
You can find all of your Warehouse Activities views under the Views column.
If you have filtered and column'ed your way to the perfect view and would like easy access to it in the future, you can save it by clicking Save view in the top right corner.
Give it a cool name and choose if it's a private and/or favourite view.
You can also export the view as a one-time export by clicking Export and Now, or you can set up a Scheduled export to receive it automatically whenever you'd like. Read more about automated reports.