Activities & Sales Reports

Follow-ups that get done and reports that show the pipeline.

Log calls, tasks, and other activities against leads, accounts, contacts, or opportunities with due dates, priority, and status. Reports and overview quick stats summarize pipeline health and team activity.

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Capabilities

What you can do

Activity types

Calls, tasks, and more—linked to any record.

Due dates & priority

Filters keep reps focused on what's next.

Team assignment

Assign work across the sales team.

Reports

Pipeline and activity summaries at a glance.

Connected features

Works hand in hand with

Sales CRM

Accounts

Customer organizations with history, hierarchy, and lab linkage.

Parent companies
Active / inactive
Audit timeline

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Sales CRM

Contacts & Opportunity Pipeline

Kanban pipeline with stages, product interests, and won/lost.

Kanban & list
Product interests
Notes & attachments

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See Activities & Sales Reports in action.

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