Create offline activity reports for deals

Create offline activity reports for deals

Let’s face it. You can’t expect that everyone involved in your deals will log into their free ClientLook accounts to access your team’s activity online. To keep those people in the loop however, you can create an offline report of your activity.

Features include:

  1. Create an offline report for any deal, contact or company.
  2. Filter report data to by keywords or date range.
  3. Reports are rendered as an Excel spreadsheet that is fully customizable.
  4. The spreadsheet includes active links to any uploaded files.

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About the Author

Michael Griffin

Michael Griffin - ClientLook, Founder

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