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What i would like to be able to do is create reports, which report on individual custom tasks. So for example, if a sales rep moves an opportunity to closed won, they will automatically recieve a task within 'next activities' called something like 'input product details'. I would then like to be able to report on how efficiently (and if at all) the sales reps are completing this specific task? any idea if that is possible?
3 Antworten
  1. 27. März 2018, 12:21
    Do a Matrix report and Group by Owners for more in-depth details 

     

    or

     

    for simpler one please select summary report, add your filters and group by owner. 
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