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Generating Call Reports

New Member
Posts: 3
Country: United States

Generating Call Reports

I just started using ACT at a new company I am working for. They have tasked me with finding out a way to make a kind of Call report card for Sales Reps of the company. Is there a way in ACT that I can see who they called and what the result was?
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Generating Call Reports

Yes, if an activity was created and cleared or if a history entry regarding the call was made.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129