Reporting

Clare McAleavy
Clare McAleavy Member Posts: 4
edited July 2022 in Sales CRM #1

Hello, my team ring out prospective customers and then write any specific notes on the account we have created for the customer on the contacts/organisations page. I'd like to be able to run a report at the end of every day to see all notes that have been added. is this possible? Or is there a better way to do this?

 

Thank you

Comments

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    Photogenic First Anniversary First Comment
    edited February 2022 #2

    My suggest is to create a smart doc inside the offer or create a daily report with that activities done

  • Clare McAleavy
    Clare McAleavy Member Posts: 4
    edited April 2021 #3

    My suggest is to create a smart doc inside the offer or create a daily report with that activities done

    we currently set up each customer on the contacts/organisations page so they are all together and easily searchable and then create notes on that page - but unsure whether i can run reports from the contact/organisations page?

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    Photogenic First Anniversary First Comment
    edited April 2021 #4

    My suggest is to create a smart doc inside the offer or create a daily report with that activities done

    Unfortunately not in the notes of organization, but you can search on person note. Try it