Tracking the activities associated with each lead
I'm having trouble consolidating the information i want into a single report...ideally I would like to be able to generate a report with all of the leads and every single task or activity associated with that lead..is this possible?
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For example: A lead in this report might look like this..
John Doe - Zoho - initial contact 1/15 by email.
follow up phone call 1/22
setup meting for 2/1
meeting on 2/1
follow up phone call after meeting due date: 2/08
Michael Jordan - Apple - initial contact 12/31 at NYE party
follow up email 1/07
meeting on 1/15 in San Francisco
follow up phone call due date: 1/22
This way, all of the activity for this lead is summed up clearly in the same report as other leads and can easily be accessed by a number of people who want to track the activity progress of this lead.
Is there a way to generate a report like this in Zoho CRM? Thank you!
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