Managers can easily set up saved lists to use when meeting with their sales team. Using the Activity search offers the most flexibility for these types of reports.
- You can review weekly ‘Completed’ lists of Sales Calls and Notes as an example.
- Another great example would be reviewing the Customer contact plan for the next week with your team.
- The Date (Range) search operator is very useful for these types of reports.
Calls, Notes and Tasks that were completed last week:
Calls, Notes and Tasks that are scheduled for next week:
Opportunities that are active and projected for this month:
