07-11-2008 11:11 AM
At the end of each week I am required to turn in an activity by client report to my employer. That includes all phone calls, emails and office visits. In the past I have used ACT for many years, but gave it up for a couple of years. Recently purchased 2008 and using Companion and my Blackberry 8830.
Question: In trying to simplify my reports where would I document my daily routines and calls? Would I use Tasks, History or Notes?
With that said which report should I use in conjunction with the documentation?
In the field my Blackberry is my friend forever and would like to sync some of the above information throughout the day.
Enough said...any suggestions to make my life easier would be appreciated and maybe that of other salesperson as well.
07-21-2008 09:01 AM
Schedule all activiites -- calls, meetings, etc, then Clear them once you've completed them. For impromptu meetings, received phone calls, and other things you can't (or don't) schedule, use record History to capture to contact History.
Any of the History reports are good to report completed activities.