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Generating Correspondence Reports

Learn how to access recently added correspondence with clients, imported from the mailbox or sent via integrate, to review communications linked to specific leads or clients.

 

Key Points: Generating Correspondence Reports

1. Go to the correspondence page
From integrateCRM home page, click on correspondence.

 

2. View the initial correspondence
On the correspondence page view the initial correspondence table, consisting of:

Lead number For example, L33271
Surname - For example, Smith
Date - Format: DD/MM/YY / time
Method - For example, email
Type - New appointment
Recorded - For example, AL
By - For example, AT
From - For example, alex.thomas@endtoend.com
To - For example, demo@endtoend.com
Subject - For example, sales visit

 

3. Adjust the date range
Click on the dropdown menu on the right of the screen, to adjust the date range for displayed correspondence, by:

Day
Week
Month
Year
Custom range

 

4. View communication activity
The correspondence page shows the total number of interactions recorded within the specified date range. 

C - 1

Note: If added events are not appearing on the calendar, check enabled display filters. If all boxes are unchecked, no events will be shown. Select the relevant boxes to enable the desired categories, refresh the calendar to display updated events.