Using the Organisation Taxi Report
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.
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|
Click the Taxi Report option within the blue button at the top of the Organisation page.
See: Using the Contact Taxi Report for more information.