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(Legacy CRM) Completed Tasks/Events Report
(Legacy CRM) Completed Tasks/Events Report
Teddy Hook avatar
Written by Teddy Hook
Updated over 2 weeks ago

This report is utilized to view what follow up tasks have been completed in the system. You may filter the tasks by the time frame of completion, when the lead was added into the system, a particular result type logged, as well as who assigned the task and who completed the task. Tasks or events are seen as tours, phone calls, meeting and emails.

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