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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / show calls of sales r...
Microsoft Dynamics CRM (Archived)

show calls of sales representative performed

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Posted on by Community Member

how to show calls of sales representative performed
on a lead record on today and also count no of call performed by today. record show per sales rep wise.

Thanks

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  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi Lalit,

    You can use activity report, for this. (Navigate to Report->Acivities report)

    thanks

  • Community Member Profile Picture
    Community Member on at

    Can you tell me details or give reference .i am novice in CRM

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    Please check this:

    dynamicsuniversity.com/filters-and-activity-reports-in-microsoft-dynamics-crm

    www.youtube.com/watch?v=nxNVVFcYSWs

    Thanks

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