Hello,
I am working to drive Zoho activity within our organization. I would like to create a report that generates weekly activity (Calls, Events, Tasks [completed], and comments[if possible]). I would use this report to track weekly activity and hopefully spark CRM use.
Does anybody have any tutorials or templates that you would recommend I follow. I have access to Zoho CRM and Zoho Reports - so please assume preference for whichever is more efficient.
Thanks!
Trevor