Using the Organisation Taxi Report

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Using the Organisation Taxi Report

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The Taxi Report is a summary of information about an organisation. It is standardised 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 Organisation Taxi Report contains the following information:

 

The 5 most recent BD Activities related to the organisation (if any)
The 5 most recent referrals that Harneys has given to the organisation (if any)
Any Client IDs associated with the organisation
The 10 contacts with the highest Act-On Lead Scores (Behavioural Scores) at the organisation

 

Accessing the report

 

Click the Taxi Report option within the blue button at the top of the Organisation page.

 

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See: Using the Contact Taxi Report for more information.

 

See also:

 

About behavioural scores