Completed by your sales team. Follow-up Report

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Activities report The activities report is very useful to know the performance of your sales team, in which we can find the activities carried out with the leads in a range of the last  days , with this information you can see in what state the lead is and if They have given you the appropriate follow-up in this range of days, as we have already explained in previous reports, here you can also filter the information to obtain a more detailed report, you can filter to find the information by campaign, by the owner of the lead, etc.

Keep in mind that with the CRM you can automate your customer follow-up, this will help your salespeople do a better job and have greater performance. Sharpspring activity report example. The activity report will show you the total tasks or Follow Up Report Indonesia WhatsApp Number Data A very important section within the CRM is the tracking report. Sharpspring offers this report in which you can find the follow-up that has been given to the leads through the contact of your sellers.

That is, you can view the total calls and emails that have been made in a period of  days,  days or since the sale process began , with this report you can determine how good follow-up your sellers are having to achieve the objective (the sale) in the first instance you will obtain a report global with the total calls and emails made by everyone, but you could see the activity and performance of each of the people who make up your sales team if you wish by applying the corresponding filters.