{"id":11276,"date":"2015-10-31T15:54:01","date_gmt":"2015-10-31T15:54:01","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11276"},"modified":"2023-10-04T07:26:24","modified_gmt":"2023-10-04T07:26:24","slug":"tracking-sales-rep-day-to-day-activities-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/tracking-sales-rep-day-to-day-activities-in-sage-crm\/","title":{"rendered":"Tracking Sales Rep Day to Day Activities in Sage CRM"},"content":{"rendered":"

For successful Business run, it is very important to Generate Leads, Marketing and Branding of your Products, Tracking of day to day to activities of Sales Rep to improve productivity. All above activities can be easily handled within Sage CRM due to its flexibility to fit for almost all Businesses. In this blog, we will explain how to Track Sales Rep activities by creating a simple report.
\nNew Stuff: <\/em><\/strong><\/span>Integrate Multiple Company with GUMU for Sage CRM \u2013 Sage 50
\n<\/a>
\nYou can create simple reports within Sage CRM to view all activities of specific or all Sales Rep.
\n1) Login to Sage CRM.
\n2) Navigate to Reports. Click on New Report and enter information as mentioned below.
\nName : Activities by Sales Person
\nSource View : Communication Summary
\nReport Type : Cross Tab
\nReport Content \u00a0\u00a0\u00a0\u00a0\u00a0 : Communication Link User
\nSearch Criteria : Communication Created Date
\nCross Tab Category : Communication Action
\nKindly note that you Source View (Communication Summary) will be available in Sage CRM by default.
\n\"Image1\"<\/a>
\n<\/a>3) You will get Search Criteria for Report screen. Here you can enter Search Criteria. Then click on Continue button.
\n4) You will get Report Options screen. Here select the Types of functions as Count <\/strong>in Column Formatting <\/strong> Refer below screenshot.
\n\"Image2\"
\n<\/a>5) Click on Save.
\n<\/strong>6)\u00a0Once this is done, Report is ready and you can now run the report to get the details.
\n\"Image3\"<\/a>
\nWith this report, Managers can easily track calls made by Sales Rep, Appointments and E-mail communication which is done by Sales Rep in specific time frame.<\/p>\n


\nAbout Us:<\/strong>
\nGreytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.
\nGreytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\n
\nAlso Read:<\/strong><\/span>
\n<\/em>1) Stay updated with your Remaining Forecasted Quota in Sage CRM 7.3 <\/a>
\n2) Adding fields to standard tracking notes<\/a>
\n3) Hide Tracking Note field while progressing workflow<\/a>
\n4) Tracking your custom fields in SageCRM<\/a>
\n5) Pull that Trigger Now and Audit All Data in SageCRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

For successful Business run, it is very important to Generate Leads, Marketing and Branding of your Products, Tracking of day to day to activities of Sales Rep to improve productivity. All above activities can be easily handled within Sage CRM due to its flexibility to fit for almost all Businesses. In this blog, we will\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[70,332,336,337,340,342,345,346,348,407,1],"tags":[508,711,833,2030,2031,2033,2035,2193,2462],"class_list":["post-11276","post","type-post","status-publish","format-standard","hentry","category-communication","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-guide","category-sage-crm7-3","category-sale-currencies-supported","category-sales-funnel","category-sales-tracker-app","category-tracking-sage-crm","category-uncategorized","tag-activities","tag-communication","tag-crm7-0","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-7-3","tag-sales","tag-track"],"yoast_head":"\nTracking Sales Rep Day to Day Activities in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/tracking-sales-rep-day-to-day-activities-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tracking Sales Rep Day to Day Activities in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"For successful Business run, it is very important to Generate Leads, Marketing and Branding of your Products, Tracking of day to day to activities of Sales Rep to improve productivity. 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