VS CRM

Activity Report

To access this feature, open your CRM Dashboard and click on Reports. From the dropdown menu, select Activity Report to open the Activity Report page.

ActivityReport1

Setup Instructions

  • Step 1

    To view lead activities, go to the Activity Report page.

  • Step 2

    Here you can see all activities performed on leads in detail.

  • Step 3

    You can view the type of activity, the lead it was performed on, and the date/time of the activity.

  • Step 4

    Use the Filter & Control section to filter activities by user, date, or activity type.

  • Step 5

    This allows you to track specific user activities efficiently and monitor lead engagement.

ActivityReport

💡 Pro Tip: Use filters to track effectively

Filtering activities by user or type helps you focus on relevant actions and ensures accurate monitoring of lead interactions.