Updated on 14/11/2025.
An essential element of sales follow-up, the sales report documents exchanges, boosts the effectiveness of prospecting and improves medium-to-long-term customer follow-up.
To enable you to benefit from all these advantages while speeding up your entry, Moovago has developed a simple, accessible interface to enable you to enter reports from multiple locations within the application.
Let’s find out together below.
What's a Moovago review?
A report is a summary of the key points of an exchange or interaction between a salesperson and a customer or prospect (meetings, follow-up calls, appointments).
Systematically creating a report after each interaction with a customer or prospect has many advantages:
- Keep a history of the customer/prospect relationship (what was said, done, when, by whom, for whom),
- Analyze sales follow-up and improve sales efficiency,
- Improve collaboration by consulting the summary of actions carried out by others,
- Promote your portfolio and your work (especially if you’re an independent sales representative, such as a sales agent).
To be effective, a report must be clear and concise.
In addition, reports enable you to track which companies have or have not been followed up over a given period. Thanks to Moovago's filtering system, for example, you can quickly access a list of companies that haven't received a new report in 30 days, and choose to prioritize them for your follow-ups and follow-up visits.
That's why it's so important to get into the habit of keeping a record of every exchange with a customer or prospect!
Create a report
To create a report, you need to ask yourself whether you are following up on an existing appointment, task or reminder, or whether you wish to create a report that is not linked to an existing follow-up item.
To start from an existing sales follow-up, click on the sales follow-up item to be reported, then go to the “Report” section and click on “Add report”.
To create a new sales follow-up, go to your contact’s company file, then click on the “Add sales follow-up” button in the top right-hand corner.
In either case, you’ll arrive at this screen, where you can take note of your report.
The report section contains various fields:
1. Report date: a date field, set to today’s date by default, but which you can modify if you wish.
2. Report type: to quickly select one or more labels summarizing the type of report you are about to enter.
3. Contact persons: to indicate who your customer contact person was.
4. Note: a text field allowing you to write (or dictate on the mobile application) the content of your report.
Edit a report
Something to correct or add to an existing report? It’s easy to modify an existing report:
- Go to your customer’s or prospect’s company file,
- In the “Report” section, find the report you wish to modify,
- Click on the title of the report to open the associated sales follow-up,
- Naviguz to the first section, named “Compte-rendu”.
All fields can be modified from this view. You can also add other tracking elements from this same screen: tasks, a reminder or an event.
Delete a report
When you reopen an existing report (using the same procedure as for editing), you’ll have the option of deleting a report by clicking on the red “Delete report” button.
If you’ve made a mistake, you cancancel the deletion by clicking on the purple “Restore report” button.
