Daily call report for sales reps and BDC
Breanna Nicole
Ive struggled to find a call report for sales without going into each individual work plan. Its even more difficult because our BDC is working two stores.
Shelby Parker
Great to hear your perspective, Breanna Nicole! I have a few more questions for you:
- What specific information do you need in the daily call report for it to be useful for your sales reps and BDC?
- How frequently do you need the call report to be generated and shared with the team?
- Are there any specific integrations or tools you currently use that the call report should be compatible with?