Intelligence comes equipped with a multitude of activity definitions relating to Accounts, Opportunities, Contacts, Leads, and People but our mission is to ensure you can customize the power of the platform so that it works best for you.
You can create custom or customize existing activity definitions to adapt to your business process and capture the exact data you need to make proactive insights. Filtering the content you want considered within an activity will allow Intelligence to pinpoint what matters most to your org, making your activity insights more specific and more powerful.
For example, let's say you organize a meeting but everyone invited declines and a new meeting is scheduled. You wouldn't want that initial meeting to be considered in your machine learning or activity by day, right? You could filter your Opportunity Meetings activity to only track meetings with 2 or more attendees to ensure this kind of situation doesn't negatively impact your data.
Activity Definition Filters
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To manage the filters for an existing activity, click here to access the definition management page or go to Settings > Activities and select the desired activity. (If you're creating a new activity, you should start here.)
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Click Filter to open filter section of the activity editor
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Click the +Filter button then select a filter (the available filters will be based on the activity type)
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Adjust the filter to fit your needs
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Repeat steps 3 & 4 to add additional filters until you're satisfied with the content being filtered for this activity
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Click Save if you're finished or continue editing the other sections of the activity (check out Managing Activity Definitions to see what else you can customize)
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