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Product Suggestions
Created by Guest
Created on Aug 10, 2023

Task Reporting

Ability to pull reporting showing all tasks (open and otherwise) for an account or sales manager.

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  • Guest
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    Nov 23, 2023

    I agree with the above suggestion. However, I can generate all tasks by user/sales manager etc on a new report using the TASKS table. Although you can see tasks against opportunity/problem/contact, you end up with a long list under each section. It would be very usefull to have the fields for PIPELINE and STATUS available, so that managers can focus on specific bottle necks in workflow.

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