Salespeople can use a variety of ways to log their interactions with Leads and Contacts. Some put information in Notes, others log events or calls and others carry it all out in emails. Now you can pull an “Interaction” report that will extract data from all three of these sources to see all sales activity in one report!
When selecting the data for your report (step one in report creation), choose, Activities, Notes and Emails as the three related modules, Choose tabular (or summary and group by Lead Owner if more than one salesperson), and select the following columns shown:
Set the timeframe in the filters section to correspond with how frequently you plan on monitoring the activity. If you’ll look at activity weekly, you can set the Lead last activity time to “Last week” and have the report delivered on Monday.
