Action Report Explained

The Action Report is where you can see all the the customer follow-ups that have been made. You can filter this list by date and by user. All reminder emails, calls and customer notes will display here. You can even download a CSV file if you need the data for your own reporting. 

 

 

This report was previously accessed through the settings menu, but it has been moved to the reports tab so that all your reporting is in the same place. 

 

 

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