Pull activity reports for Alerts, Sales Calls, and Tasks to measure activity, find areas of improvement, and/or create a weekly plan. The most flexible and powerful way to run activity reports is by building an advanced search in the Activity
Alerts raise awareness on issues and opportunities, they are displayed prominently on the Home screen Priority list and the Active Feed in Accounts, Opportunities, etc. Open Alerts will always show in the Home screen priority list for all Owners. Open
Alerts raise awareness on issues and opportunities by collaborating between individuals and teams within organizations. Alerts must be set up by CustomerTRAX Support before they can be used. Name: A simple description selected by users when the Alert is created.