Activity Report Board as an External Link
gathering votes
C
Courtney Schnitzler
Reviewing the leaderboard in external links, it would be great if we were able to get one just like that for activity as well. That screen showing calls/texts/emails/videos/appts made in live time to display in our BDC.
J
James Hopkins
We like to leave the activity screen up in our break room so people know if they have fulfilled their daily tasks. This would take care of a huge headache if I didn't have to check and make sure it hadn't logged me out every 20 minutes!
Drew Adler
gathering votes
C
Courtney Schnitzler
also Shelby if I can add movement to the board so as calls get made the sales person would move up on the leader board
Shelby Parker
Hello Courtney Schnitzler! I have a few more questions for you:
- Could you clarify what specific activities you would like to be displayed on the activity board?
- How would you like the activity data to be sorted or organized on the board?
- Would you like to have any specific features for the activity board, such as filters or search functionality?
C
Courtney Schnitzler
Shelby Parker I would love for the board to show calls/texts/emails/videos/appts as the day develops. If you look at the leader board already made that has sold units it would be great if we could just change to top line to have those filters. No filters or search functionality just display in real time. I love the photos on the side and how the board is set up for sales. Having one made for activity would be fantastic