Using the Contact Taxi Report

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Using the Contact Taxi Report

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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.

 

Contents of the report

 

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

 

Accessing the taxi report

 

 

Navigate to the contact record in question and select Taxi Report from the options in the blue button.

 

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To further save you time the report will usually automatically open the print dialog in your browser window.

 

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