This reporting module allows you to take a pulse on what's going on in your business. Select any or all users in your company to review what they had done over a given period of time. This activity can be displayed in a variety of ways - allowing you to review what someone has accomplished over a specific time period.
- By date
- By Activity Type
- By User
Feature Video: View Activity Manager
You can see virtually everything that has occurred in managing client relationships.
- view calls made
- notes written
- emails sent
- meetings scheduled
- tasks completed
- new sales opportunities created
- and much more...
