Organize, Prioritize, and Monitor Sales Team Activities with Activity Management in Salesforce

This week, John Pontius - Business Analyst at CRMD demonstrates utilizing activity management for Classic and Lightning Experience users and explains the difference between a task and an event..
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[@rachelkuenstler9607]

If I want to track who all participated in the call with John Smith, and add multiple names to the Name field, how can I have multiple names show up in the report? I am coming across the limitation in my reporting that only the first name is pulling to the report.

[@cliffyoung7352]

Thanks, but how do you see what an employee(s) on my sales team was doing? Fine to see my activity, but I want to see other staff activities.

[@rachelkuenstler9607]

Another question- In creating a report is Task and Events the only Report Type that includes the Activity Type field. I went ahead and built a custom field for activity type and attached it to my custom report type which works for the most part but the event is showing blank. Please help.

[@Garett.]

When watching, increase speed to 1.5x

[@rishushrivastava9018]

Witch software is this ?

[@marysab7860]

Salesforce