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Customer Call Cycle Export Report
Customer Call Cycle Export Report

View the last customer touchpoint and what activities are planned to retain & win business.

Eve Whyte avatar
Written by Eve Whyte
Updated over 6 months ago

It costs 5 x more to win business than it does to keep your existing customers happy.

The customer call cycle export report reveals how and when your sales team is showing customers the attention they 'deserve'

Ensure A ranked customers have a call cycle that reflects their value to your business

You will need to have admin or sales coordinator access, you can update access permissions at any time via the manage users menu

Access the custom report menu and choose customer call cycle report

You can filter by a number of parameters prior to downloading

Example of Customer Call Cycle Report 

If this report isn't what you are seeking then check out the summary of our reports

Click here for how to set up a repeating activity or call cycle

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