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ID29 - Weekly Activity Report

[GOLDMINE CRM ONLY] This alert generates the weekly report salespeople are required to turn in which covers cold calls, appointments, demos, etc. There is also an option to alert if certain levels are below X amount.  

Compass Sherpa version (ID666) is currently in development

ID29 Output contains Sales Rep Name, Companies to Contact , Scheduled Date, Activity Type, Activity Code, and a reference like "Followup with Customer to replace machine", as shown below:

ID29_Weekly_Activity_Report_for_Sales_Rep_with_Incomplete_Action.png

This alert has no variables.

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