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.
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.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article