Activities Analysis: who each activity is counted for

The CRM Activities Analysis report counts, for each user, the activities done over the period: calls, notes, tasks, emails, meetings. Its personal version, limited to your own activities, follows the same rule.

Activities entered in Nicoka

An activity created in Nicoka (logged call, note, email sent from Nicoka, meeting scheduled from the Nicoka calendar) is counted for the user who created it.

Synchronized activities

When your mailbox or calendar is connected (Gmail, Google Calendar, Outlook, Office 365), Nicoka retrieves what you do outside the application. The synchronization records these activities under Nicoka System, but the report counts them for the consultant concerned:

• Email sent from Gmail or Outlook: counted for its sender.
• Meeting imported from the calendar: counted for its organizer when they are a colleague, otherwise for the calendar owner. An invitation from a client accepted in Google Calendar therefore counts for the consultant who accepted it, including after it has been classified as a client meeting in Nicoka.

The rule also applies to past periods.

What stays under Nicoka System

Activities that are not an action of a consultant stay counted for Nicoka System: received emails, as well as LinkedIn messages and conversations retrieved by the synchronization.