ID577
External CRM/3rd Party Requests
Output Type: Email
Our QBR can be run from your CRM by the sales rep. You may worry if the rep is running too many or too few QBRs. This report provides a monthly, weekly, or daily list of CRM/3rd Party requests made. Includes who requested, for what period filter, which accounts, the CRM/3rd Party Source. Available to report back to you on our QBR (ID258) and Contract Invoices (ID939).
