Logged activities feed the field sales report

What moves

Visits and calls logged in Activities are read with leads for the Out on the road pack, and meetings for the Meetings and events pack.

Before you start

• Insights, Activities and CRM in your plan

Step by step

1. Insights administratorInsights — Business Intelligence & Apps

   Installs the Out on the road pack.

   You see:The pack's report appears in Insights.

2. Sales managerInsights — Business Intelligence & Apps

   Opens the report.

   You see:Sees visits and calls by person and lead.

Related

• Activities Workspace
• Insights — Business Intelligence & Apps
• Meeting action items become assigned to-dos
• Notes and follow-up live on every contract
• Notes and follow-up on a subscription, plan or licence
• An organiser invites attendees and collects their answers
• Meeting action items become to-dos for their owners
• Connections between modules