Recruiterflow Ideas

Sales Activities Report
new feature
Under Review April 04, 2025
When reviewing sales activities, I think it should be possible to filter by contact status. In my case, I want to know how many activities have been performed to acquire NEW customers, excluding activities related to our existing customers and partners. For example, activities related to a contracting project with an existing customer should not be counted as new customer acquisition efforts. In this case, for the report on new customer acquisition activities to be accurate, I would need to exclude contacts that already have Customer and Partner status.
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