I am wanting to monitor if a specific group of users has increased interactions with customers within a timeframe and write it to a report/insight/kpi kind of metric.
For example we know we have a sample of customers who are not as interactive with us as we would like. We have challenged our Sales Managers to engage them more over the next quarter. Short of looking through Activity and counting sales manager interaction while excluding emails from others in our organization like billing, etc.
Is it a matter of creating a CF, writing automation? But would would triggers be?
Is there an out of the box thinking I haven’t thought of?
Best answer by Chris from CopperView original