Supporting a sales agent with a sheet/report of customer profile (like 'Preview)

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Eirik Simonsen 7 Feb 2022

Challenge:

 

A company (using SO) relies partly on agents in regards to sales.  In support of this, they want, in short to:

Create an excel sheet/report/overview, that can be emailed to the agent with a ‘profile’ that include all contacts for the company, all PROJECTS that is associated with the company, and all sales that are associated with that company.  Think a variation over the ‘preview’ idea on the company card (in this particular case, activities are not relevant, but, contacts are).

“selections’ does not quite provide such an overview.  Something for a CS template perhaps ? (i.e some variation over the thinking/design that sits under the ‘Preview’.

Ideas/suggestions/examples would be appreciated.

 

 


RE: Supporting a sales agent with a sheet/report of customer profile (like 'Preview)