This is my first post so bear with me.
We have a solid group of home-officed sales reps and we wish to moniter sales productivity on a daily basis via SFDC. We're new to SFDC and currently using a Daily Report with various formats- essentialy a "to do" list that's submitted. We would also like to moniter "touches" (e-mails, calls) we all complete with leads and clients.
Can anyone help us accomplish via SFDC?
Thank you and cheers!
2 respostas
It sounds like you want to do a straight Activity Report, grouped by User and Company
