Does anyone use a certain kind of reporting to truly show their sales activity? I can run a sales activity report, but it doesnt show estimates and sales orders, which is a vital part of sales.
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Jamie Houselog
10/25/2022, 4:26 PM
Is this the Sales Activity by Customer report? I believe that only shows emails, phone calls, etc. for each customer. I’ve used saved searches to total all opportunities, quotes, sales orders and invoices.
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Jacob Burke
10/25/2022, 4:58 PM
Yeah I use the sales activity report, and saved searches for the same things, but ultimately I want something that combines all that, minus invoices. A true representation of all the actions the Sales Reps are taking in the system
Jacob Burke
10/25/2022, 4:59 PM
I have not been able to get sales activity in a search with transactional items, which is basically the ideal solution