Allow SalesLink - Sales Rep users to view more than just their Completed Activities on the Customer Coverage page. In particular, allowing users to view their completed Activities and any future dated activities when reviewing from a yearly view.
Ideally, this would be a checkbox that can be checked to view completed activities along with outstanding (future) activities, to allow sales reps to quickly view where they are at for coverage with their future dated activities in mind.
Dylan Lightfoot
| How often would this idea be used? | Weekly |
| How much time would you save when the idea is implemented? | It would save a week of work |
| How many people at your company would benefit from this idea? | Most people (25 + ) |
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What problem is your idea trying to solve?
Looking for an enhanced view for Sales Reps to manage their coverage for assigned customers currently, and for the future. |
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This would give a true view of 'coverage' of a customer, and allow reps to see any gaps.