How many calls were made
How many calls were successful ie spoke to the correct contact
What was the outcome of the call ie Arranged meeting, Sent email, Follow up with a call back.
Inorder to get the correct report the reps will need to be entering the correct data and filling in the correct fields so i will needs assistance with this as well.
Cheers
Andrew
3 件の回答
The call information will be at the activity level, logged as tasks "log a call" on the activity history related list off of Contact. The field level information you are looking for such as outcome of call, are fields on the activity.
-AndrewCreating Custom Fields
Available in: Personal, Professional, Enterprise, Unlimited, and Developer Editions
Relationship fields are not available in Personal Edition
Custom settings are not available in Professional Edition
User Permissions Needed
To create or change custom fields:
“Customize Application”
Create custom fields to store the information that is important to your organization. Before you begin, determine the type of custom field you want to create. You can create many different
custom field types, including lookup, master-detail, and hierarchical relationships.To add a custom field:
- For custom task and event fields, click Your Name | Setup | Customize | Activities |Activity Custom Fields.
- For custom task and event fields, click Your Name | Setup | Customize | Activities |Activity Custom Fields.
