How does the Sales activity report work?

During the sales activity we measure the:

Sales call:

Once you have logged a final step in a calling list, or added a new note with the activity sales call you will see it under the column Sales call.

Booked appointments:

When you click on booked appointments, it will appear under the column Booked appointments.

Attended meetings:

When you log how the meeting went under your appointment booking, wich you can find under my day or add a new note with the activity customer visit you will see it under the column Attended meetings.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.