Friday, December 14, 2018

Generate Number of Phone Call Made by Sales Rep within a Given Time Period

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Phone Call.
3. In the Criteria tab, select Date Created: is select your date range.
4. In the Results tab, add Organizer and Subject fields.
5. In the Summary Type, select Group for Organizer and select Count for Subject.
6. Add a search Title.
7. Click Save & Run.

This should now display the number of Phone Calls made by each Sales Rep/Organizer within the selected date range.

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