Sales Hub Tools

squigglebit
Contributor

Reporting on rescheduled calls

I'd like to be able to report on what calls were rescheduled. Currently prospects can book a call with a rep, whilst we can report on sat and not sat meetings it would be useful to report on which weren't sat but then rescheduled.

im not sure if we need to create a custom property since date of last meeting doesn't provide us with a way to monitor this. 

 

Any insight into those who are successfully reporting on calls would be greatly appreciated Oates.

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3 Replies 3
StjepanGrcic
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Reporting on rescheduled calls

Hi @squigglebit 

 

You can create a custom property for example named "Call Rescheduled" with Yes/No dropdown.  If they select No then additional information (Why this call is rescheduled?) needs to be inputted by sales rep, put it in the left side-view so it's easy for sales rep to find it. Then you can build a workflow that will daily remind your sales reps to updated it for the prospects. 

 

Based on that you can build a report total amount of calls scheduled vs. rescheduled, reasons etc. 

 

Cheers!

 

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squigglebit
Contributor

Reporting on rescheduled calls

Calls are booked using the meetings tool though, so if we have a manual input we have no way of knowing it’s a rescheduled call without manually inputting this data since the last meeting booked field will be over written by the newest date?

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kvonloesecke
Community Manager
Community Manager

Reporting on rescheduled calls

Hi @squigglebit,

 

Thanks for reaching out!

 

I would like to invite some experts to our conversation to get their thoughts.

Hi @danmoyle@GRajput@Edyta7510@Sam62 - Do you have any advice for @squigglebit on creating a report for rescheduled calls?

 

Thank you! 

 

Best,

Kristen

 


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