Greetings everyone.
I am new to ERPNext and the organization I work with is hoping to use a specific report for month end progress reviews.
We have all our Prospects entered into the system, and what we are doing is using the “Activities” tab and creating a “New Event” for cold calls and emails sent.
My question is, what would be the easiest way to go about generating a report specifically looking at information entered under the Activities tab, or the new events being added onto a prospect?
Thank you all for your time,
Carlos B