Client Meetings Report

The Client Meetings report shows the list of meetings with all or with the selected Client. This report allows you to analyze efficiency of communication with the Client.

Open the library with reports.
Select Client Meetings.
Define criteria for generating the report, as follows:

Criteria

Client	Select the Client who the report on meetings should be generated for. By default, the report will include all Clients with active Sales Folders.
Show Meetings Between … And …	Select the date period for including meetings into the report.

4. When complete, click Apply. The system generates the report, as follows:

The report shows the following information:

Report Information

Customer Sales Folder	Information about the Sales Folder of the Customer. It includes the following: Number of the Sales Folder Name of the Customer Lead Classification Phone Email
Salesperson	Salesperson who communicated with the Customer.
First Meeting	Date when the first meeting with the Customer was held.
Last Meeting	Date when the last meeting with the Customer was held.
Number	Number of meetings with the Customer.
Next Meeting	Date of the next meeting with the Customer.
Follow up	Date of the planned follow-up for the Customer.
Description / Memo	Description / memo about the current Sales Folder.

The total values are calculated for each column.

Updated on November 5, 2021

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