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      Call Date/Call Inquiry Reporting

      As with Last Action, this allows you to track when your next contact with the client should occur. This ensures that follow-up occurs to minimize last-minute changes and problems.

      How to custom Call Date/ Call Inquiry Reporting: 

      1. On the side panel go to Sales & Marketing
      2. Click on Customer (CRM)

      3.  Select Reports

      4.  Choose Call Date/ Call Inquiry Reporting

      5.  On this window, you have the option to custom reports, search for specific reports using the date From – To.