Pivot Workspace by Details Panel Attribute



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 workspace 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 workspace if any Marketing Activities are missing Details Panel inputs when using the Group By filter.
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