Sales Report for Activities including notes, phone calls, and site visits.

I need to generate a report that shows how the sales team is interacting with system and actually documenting what they do like phone calls, emails, notes, and site visits. Like the same options that are on home page. Does this exist?

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  • Hi Nick, when you say "like the same options on the home page", I presume you are talking about dashboards. No, I don't believe what you're asking for exists as standard dashboard (cards). You can create custom cards if you have a professional plan, based on lead, opportunity or project data. It sounds like you want to report on activity though, which you're probably recording as tasks and / or notes (?). So dashboards cannot help, but you could use custom reports to get the info in tabular form.   

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  • Thank you for answering, Peter! I was referring to the selection options rather than design layout. I am looking to get a custom report on activity but the notes do not show up as options for a custom report. Only email and tasks. Is there another way to select notes as a custom report field?

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  • Okay Nick, I think you're talking about the User Activity Report template in the Other Reports folder. Yes, types of activity reported there do not include notes. I think the only way you can report on notes, including by the items they are linked to, is with the Note Report template in the same folder.  

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