Log A Meeting - NEED MEETING TYPE (like Call "outcome")SOLVE
When you are logging activity, and you are under "Log A Call" - there is a secondary function for the "call outcome".
Without a doubt, it is even more important to have a "Meeting type" when you "Log A Meeting".
As a manager, i need to be able to quickly see if my team is hitting metrics or not. One of the most important things in sales, no mattter what, is setting First Appointments (or whatever you call them).
Managers (and reps) should be able to pull up a report that says here is how many FIrst Appointments are SET this week (goes off create date) and here are how many First Appointments are going to be (or have been) RAN this week (based off the set time of the meeting which is already in there).
This is an absolute no brainer but causes the biggest headaches for me.
THis is by far the biggest weakness as needed to be a better "prospecting" CRM. Well aside from the obvious fact you dont allow click dialing unless a $contact$ is entered and has a number.
Solved! Go to Solution.