Sansan

What a Report is

Reports are the record of later communications (meetings, telephone calls, and emails) with people whose business cards you have received. With this function you can manage them with the starting point of their business cards. This function is useful for managing visits, sales reports, records of meetings and dinners, and for documentation for doing hand-overs. Here we will give a summary of Reports

 

Creating Reports

With this you can register who went where, at what time, who they met, what was done, and what kind of things were talked about.

 

Checking created Reports

With this you can check who was met, when, and what kind of topics were touched upon.

 

Searching for created Reports

Here you can search to see who in you company, including yourself, has met which people outside of the company and what was discussed with them.