A sales manager may ask account executives to submit periodic status reports to provide management with an update on the outlook for a particular opportunity. This type of information is tracked in the Status Reports service in Aptify.
Follow these steps to create a new status report:
- Open the Opportunities record, if not already opened.
- Select the Status Reports tab.
- Click the New icon in the toolbar to open a new Status Report record.
- The Opportunity field populates automatically with the name of the opportunity from which you opened the new Status Report.
- You can also open a new Status Report from the Status Reports service. In this case, you must specify the appropriate opportunity in the Opportunity link box.
- Enter the report date in the Date Of Report field. Today's date appears in this field by default for new records.
- Enter a summary of the opportunity's current status in the Summary Of Status field.
- Provide information about the activity that has occurred since the last status report in the Activity Since Last Report field.
- Detail any open action items for the opportunity in the Current Action Items field.
- If applicable, describe any change in your approach to the opportunity in the Strategy To Move Forward field.
- Enter your employee name in the Filed By field. This field links to the Employees service.
- Save and close the Status Report.
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