Customer Activity Report

Customer Activity Report

This report shows all of the sales Activities completed by various staff members within your company.

• Activities are defined in Settings > Pop Up Lists > Activity Types
• Assigned in Settings > Users > Goals
• Tracked in CRM > Customers > Activities.
  

• Activity Created From Date – the date you want to have the report start
• Activity Created To Date – the date of the last activity you want to be reported
• Activity Completed From Date – the starting date you want to show when activities were completed
• Activity Completed To Date – the ending date of completed activities
• Sales Rep – place a star next to the name of the salesperson(s) assigned to the activity. This differs from the person completing the activity.
• Customer – choose one or multiple customers by placing stars next to the people who should be included in the report.
• Completed By – the name of the iPoint user who completed the activity. Select one or more by placing stars next to the names to be displayed.
  

Summarize Report By
Customer – groups all customer activities together.
Sales Rep – group all activities together by the name of the sales representative.
Completed By – group activities by the name of the person who completed the activity.

Standard Print, Save, Email, and View PDF options are available.