Nick Priest
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Nick Priest commented, - Community
- Advanced Reporting Series
- Sales Report for Activities including notes, phone calls, and site visits.
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 cus...
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Nick Priest created a post, 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 th...
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Nick Priest commented,