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Our Sales Manager wants our Sales Reps to post their weekly activity report for each of their top accounts, and to also retain a year's worth of these notes.

 

Any suggestions on how to accomplish?
9 个回答
  1. 2013年12月20日 23:29
    I meant a mock-up of what you want the Report to look like, that's just a screenshot of a couple of fields on one Account record.    
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