I would like to be able to ...

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Weekly Activity Report

Data pulled from activity info from each of contacts ie: notes; follow-up items including dates and data.
Way to access week's data to create report of contacts' activity...

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    mac4tutormac4tutor shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    3 comments

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      • Steve SmithSteve Smith commented  ·   ·  Flag as inappropriate

        this would be great for us as the sales engineers currently have to enter this information in word format and then paste into CRM but if they can enter straight into CRM then print off a weekly visit record

      • stevesteve commented  ·   ·  Flag as inappropriate

        this would be fantastic for us at its would be great to see what customers each sales engineer has visited as a sales report

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