Using the Contact Taxi Report
The Taxi Report is a summary of information about a contact. It is standardized across the entire system. The taxi report is designed to be used if you are in a rush and don't have time to review Sugar ahead of a meeting or call.
The Contact Taxi Report contains the following information:
|•||Basic information about the contact such as name, city, country, email status and lead score.|
|•||The 5 most recent BD Activities related to the contact (if any)|
|•||The 5 most recent BD Activities related to the contact's organisation (if any)|
|•||The 5 most recent referrals that Harneys has given to the contact's organisation (if any)|
|•||Any Client IDs associated with the contact's organisation|
|•||The 10 contacts with the highest Act-On Lead Scores (Behavioural Scores) at the contact's organisation|
|➢||Navigate to the contact record in question and select Taxi Report from the options in the blue button.|
To further save you time the report will usually automatically open the print dialog in your browser window.