Lead Activity Report
Track and report sales activity
When you’re managing a team, or you, yourself are involved in so many follow ups and daily activities, sometimes it’s easy to get lost in the flurry of activity. It’s great to take a step back on a regular basis (especially right around this time of year :) and see everything your team has accomplished.
For this reason, we launched some high level reporting about a year ago:
But since then we continue to receive requests like:
Can we export our activity to use in a monthly report?
or
I’d appreciate a list of companies and people that I was in contact in a certain time frame, let’s say the last week or month.
We are happy to announce Highrise now has an activity report as well:
The report includes any contact who had activity for your timeframe and the following information about them:
- Number of notes created
- Number of emails sent
- Number of emails received
- Number of tasks completed
- Tags added
- Current values from your custom fields
Anyone with export rights can have the report sent automatically on a daily, weekly or monthly basis:
Or can filter the desired segment of contacts and request the report on demand:
For more details, check out our help documentation or contact us at support@highrisehq.com.
We hope this new feature comes just in time as you begin to wind down this year and gear up for a new year of activity.
If you haven’t tried Highrise yet, there’s no time like the present. Start today with a no risk 30 day trial: https://highrisehq.com
