Reporting

Clare McAleavy
Clare McAleavy Posts: 4
edited July 26 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

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Comments

  • Fabrizio Nicolosi_33821
    edited February 25 #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 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
    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