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?
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!
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.