Trip reports are a great way to easily save a group of accounts for future reference. They're great to use on sales trips, so you can easily reference the important information you need while on the go.
First, select one of the accounts you'd like to add to the report. Then, click 'Add to Trip' to include it in the trip builder.
Screen Shot 2016-02-27 at 5.57.00 PM.png 604 KB After that, you'll see that trip in the 'Trip Builder' section in the left-hand side.
Screen Shot 2016-02-27 at 5.58.16 PM.png 38.77 KB You can add any number of accounts you'd like to include by selecting them and clicking 'Add to Trip'. When you're ready to save the trip, click on 'Create Trip' in the left-hand side. After that, you'll see your new trip page. You can quickly access contact and address information from here. You can also save notes for each account on this trip:
notes.gif 55.58 KB In the future, you can now easily view this trip by clicking the 'Trips' section in the left-hand side, then selecting your desired trip.