The Morning Meeting Report will shortly be updated to include a ‘Completed’ field. Previously the report showed only Calendar Events yet to be completed. Soon the report will enable user to go back and see what each sales person actually completed – instead of only what they had booked. Completed Calendar Events will be marked with a tick in the ‘Completed Column’ of the report.
Additionally the previously single day report has been opened up to enable users to choose multiple days. This will enable managers to access historical data about not only how many calendar events each Salesperson booked, but thanks to the new icons they can also gauge whether booked events are actually being completed.
The changes to the Morning Meeting Report will be released in late February. For more information email firstname.lastname@example.org
AutoPlay Sales Pipeline is a pre-sales lead management tool designed for dealerships, dealer groups and automakers