Pivot Activities by Details Panel Attribute

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The Group by filter allows you to group your Marketing Activities by attributes that have been assigned on the Details Panel. For example, if you tagged activities by Objective on the Details Panel, you can filter those activities in the Activity Plan and see them re-organized according to the attribute.

Note: This field is highly configurable and will vary drastically between organizations.

To Filter by Group By, click the By drop-down menu and select your attribute. Your activities will regroup according to the selected attribute. 

Note: An Unclassified section will appear at the bottom of the Activity Plan if any Marketing Activities are missing Details Panel inputs when using the Group By filter. You can tag these activities while using the filter with the appropriate attribute by clicking on the Details Panel icon and choosing your input. The screen will then refresh and your activity will automatically be sorted according to the corresponding attribute. 
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