Hi Joseph. We are sincerely hoping that this is now your top priority for 2015. We spend too much time doubling up on reports. Surely if we are inputting information into the client contact, you should be able to export it into some form of a document that can be used as a sales report at the end of the week.
Please pt this at the top of your list of "To Do's" for 2015 and I look forward to hearing from you.
Hi Joseph. We are sincerely hoping that this is now your top priority for 2015. We spend too much time doubling up on reports. Surely if we are inputting information into the client contact, you should be able to export it into some form of a document that can be used as a sales report at the end of the week.
Please pt this at the top of your list of "To Do's" for 2015 and I look forward to hearing from you.