Monitoring activity of users

If you're a manager, here are a few ways to monitor the activity of your employees in the CRM:

• The Activity report shows a feed of all activity in your CRM (notes, emails, leads, tasks, etc.). Select the “Assigned to" option under “Filter” in the upper right to only show activity for a specific user.
• The Pipeline report under the CRM tab shows a list of contacts and their attached pipelines by status type. Depending on your account setup, you may have multiple pipeline reports. Select the “Assigned to" option under the “Filter” option in the upper right to only show a specific user’s assigned records. Learn more about using the pipeline report here.
• The Task report shows users’ completed and incomplete tasks. Select the "Assigned to” option under the “Filter” option in the upper right to view a specific user’s tasks, and use the “Completion status” option to see what they’ve accomplished.
• ‍If you share calendars with other users, view their tasks and events from the Calendar page. Just click the checkbox next to a user's name to show their events and tasks.