Printable activity notes
V
Vince Contreras
There needs to be a way to print the work flow from the activity notes. We've doubled our sales staff in last 30 days. And we're running into a number of complaints of skating and multiple salespeople contacting customers. As well as managers favoring salespeople.
Shelby Parker
Thanks for raising this, Vince Contreras — totally hear you, especially with the team growing that fast and the coordination issues that can come with it. To make sure we’re scoping the right solution, could you clarify what you mean by “print the workflow from the activity notes” — what exactly needs to show up on the printout (full touch history, next steps/tasks, owner/assigned rep, timestamps, etc.)? Also, what’s the main outcome you’re aiming for with printing (avoiding duplicate outreach, giving managers clearer oversight/fairness, or something else), and how would the printed copy be used day-to-day (meetings, handoffs, audits)? Lastly, would you need this per single customer/lead, or do you also need a way to print in bulk for multiple records at once?
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