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Sales teams must effectively manage customer interactions through appointments, calls, and emails. This video tutorial demonstrates how to create a report detailing sales activities, specifically tailored for each logged-in user. It also shows how to use session variables to report on opportunities, pipeline, quotas, performance, and team data for managers. Viewers are guided to navigate to Business Intelligence for analytical tools and are informed that administrator permissions are required. To begin, users should create a new analysis using the CRM-CRM Activity Real Time subject area, adding fields like Date and Customer from the relevant folders.
