Show customers the love they actually deserve, gain insight and deploy sales resources effectively by viewing the frequency & type of activities that have occurred with each account to deliver the most value to your business.
**You must have Flash enabled to download to CSV/Excel click here to find out how
Click on Menu >Custom Reports> Report On> Customer Love
Filter the report by:
Date
Sales Rep
Account Manager
Example of Customer Love table:
You will have the CSV button showing if you have Flash enabled
