CloudLink Ideas Portal

Customer Coverage Report with all activities for a customer - Executive/Manager Level

A report that is customer based (like customer coverage - but not rep based) that has the total number of activities being done on a customer per month by any Sales rep. This report should have the customer account number, name, each month, total par and activities done on that customer with a filter being able to separate MSRs and PSSRs (maybe being able to check off ones we want to be in the report).


Currently the Customer coverage report only shows activities by Sales Rep.

  • Rebecca Zanfardino
  • Jul 5 2022
  • Needs more votes
How often would this idea be used? Monthly
How much time would you save when the idea is implemented? We cannot operate without it
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