Setting up Management Reports

customertrax 1. Handle CRM 1.0

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:

 
 

customertraxSetting up Management Reports