We have a call center that sets appointments with contacts on behalf of sales. We need to have a way to track the appointments and attribute appointments to each rep for both accountability and things like bonus/commissions. This information exists on the meeting record as shown in the screenshot, but there isn't a way to track it or report on it. We would love to see reporting on the "Organized By" field or if there's a better way to do it that currently exists I would love to have some help there.
Debe ser un usuario registrado para añadir un comentario aquí. Si ya está registrado, inicie sesión. Si todavía no está registrado, hágalo e inicie sesión.