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Game Changing Updates: Reports Dashboard, Team Communication & $45 Referrals

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Game Changing Updates: Reports Dashboard, Team Communication & $45 Referrals

This is one of the most exciting blog posts we have ever written. Two game-changing features and an opportunity to earn back some money? It’s like an early birthday present!

Manage Your Sales Reps And Evaluate Your Own Performance With The Reports Dashboard

Web Only

Sales Rep Report Dashboard

Available on the left-hand side of the web app. At a glance, evaluate and view your and your team’s activity, performance charts, and reports. From this dashboard, you can also see the most recent overdue & current reminders as well as check-ins.

Reports

Download Sales Performance Reports

Download reports that include:

  • Check-ins
  • Reminders
  • All & Won Leads

Teams

Sales Team Reporting Dashboard

Better yet, if you have a team, you can view the activity log, charts, and reports by a team member.