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Avery128 Tracking Sales Activity
I have an appt setting user of salesforce and I am interested if anyone knows if there is a way to track their activity -either within salesforce or through a 3rd party application. Specifically, I'd like to know how many leads they called, leads they updated, sent emails, set an event(i.e. Appt). In the perfect world I would like salesforce to do this for me, however, I have never been able to figure this out. Or, if there is a seperate app that is available - like an tick sheet - whereby I can have them manually track calls, pitches, not interested, appt, etc. I am hoping there is something like this available.
cvjThere are a few out of the box activity reports available on the reports tab. You could edit these to report on your appt setting user.