Task Report

The Task Report for Field Sales provides a structured overview of tasks assigned to sales reps, including details such as task status, assignees, contacts, start/end dates, and related opportunities or jobs. It helps sales teams and managers track progress and manage deadlines efficiently.

Key Benefits:

• Organization: Tasks are clearly listed, improving workload management.
• Accountability: Assignments and statuses are visible, ensuring responsibility.
• Progress Tracking: Managers can easily monitor task completion and address delays.
• Opportunity and Job Tracking: Tasks linked to specific opportunities ensure customer engagements are properly followed through.

The report also offers export options for easy record-keeping and sharing.

Here is a reference video:

Follow these steps to access the Task Report:

1. Click on Reports and then click on All Reports.

2. Under FSM, click on Tasks Report.

3. Upon clicking you will find the following task report.