Hi! As management teams we read the daily activity logs of our teams and it shows where the post was done -- i.e. if the client's name was Mike Smith -- but not the company they are associated with. This can be a challenge when we are reading recaps and trying to quickly learn where activity happens.
A simple add-on of Company Name would be a great resource. Please upvote to help promote this!
We use this report to review the recent activities entered by the sales team. We are facing difficulties as the company name is not reflected in this report. When the executives, sales managers, and sales directors review these reports, they'd need to know which company and whom the team had meetings with, but this information is currently unavailable.
To avoid such issues and cater to the needs of executives who want to review the sales team's activities on a daily basis, we would greatly appreciate any improvements in this regard.
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