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New Member
Posts: 2
Registered: ‎05-23-2012

Tracking number of emails logged by account manager

Part of our sales incentive is based on email blasts sent to existing customers.

 

Our SL is set-up with outlook to automaticlly log and record those in the history - that works fine. 

 

I would like to know is there a report I can run to get the total amount of emails logged per month by sales rep/account managers?

 

I played with the reports and set some values but I was only able to get pages and pages of emails during a month per sales rep.  Is there a way I can just get a total?

 

Any suggestions or feedback given would be appreciated.  Thanks!

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Bronze Elite Contributor
Posts: 514
Registered: ‎03-24-2009

Re: Tracking number of emails logged by account manager

Hi,

 

I have created a report in the past for a customer to do this. To save me explaining how I have attached the report for you.

 

I hope this helps.

Regards, Adam Travers
empath-e Services Limited
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Highlighted
New Member
Posts: 2
Registered: ‎05-23-2012

Re: Tracking number of emails logged by account manager

Oh My!  Thank you!!! I was looking at having it created and it was going to be very expensive.  I'll give this a run - thanks again!

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Bronze Elite Contributor
Posts: 514
Registered: ‎03-24-2009

Re: Tracking number of emails logged by account manager

No problem. You will need to update the Account Manager parameter as it is currently using a list if static values. If you are unsure let me know and I can guide you through it or simply update the copy of the report.

Regards, Adam Travers
empath-e Services Limited