Sansan Reports

 

 

Sansan's reports function lets all your team or company members centrally log, update, and maintain interactions with colleagues and clients.

 
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Intro to Sansan Reports

 

Learn how to keep track of all meetings involving your company

 

 

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Creating Reports

 

Start and maintain reports to track company meetings

 

 

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Searching Reports

 

How to find specific reports with certain contacts and companies

 

 

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Creating Report Templates

 

Make standardized report formats for recurring meetings

 

 

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Sharing Reports

 

How to share specific reports with those who need to know

 

 

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Following Colleagues

 

Keep up to date on your coworkers' activities

 

 

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Guidebook for Using Reports

 

A handy reference for using this valuable Sansan feature

 

 

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