While performing an ADVANCED SEARCH, we are requesting an additional “Last Activity Date” that would represent the latest date from all areas of the company, combined (MSR, PSSR, Other, Other).
This information will tell us, at a glance, the last time there was an Activity on a Customer. We can use this information in a number of ways including determination of whether or not a customer should still be considered a PROSPECT.
Rebecca Zanfardino
Hi Rebecca,
We believe it's possible for you to see this information at a glance using existing reports in SalesLink. In the example you provided, if there were additional activities performed by other reps, they would be display all together in the same row. Also, you can use the Activities Made or Activities by Purpose reports to show activities made for customer accounts for anyone in the organization (reps and other roles). That should provide you the information you need.