Daily Contact Activity Report
It would be helpful to have an Daily Contact Activity Report in spreadsheet format that can be downloaded. I report to my team leader the number of calls for different types of leads, CRE, Distressed, Expired, etc. and several other activities. If I can run a Contact Activity Report for each day, then I can download it, filter by contact, and count my totals for the day. If it shows the Activity Notes, even better!
It might need to be setup as a separate Contact Table that is auto-generated for the day. I'm know there are a bunch of LionDesk geeks who can solve this problem.
I dare you to ace this idea!
Thanks,
Nina