Please make the Workplan your home page when logging into DriveCentric. | Voters

Please make the Workplan your home page when logging into DriveCentric.

David Kester

This will help you start each day focused on your follow-ups, tasks, appointments, and customer opportunities. Your Workplan should be reviewed first thing every morning and throughout the day to make sure no customers are missed.

Shelby Parker

Thanks for sharing this, David Kester — totally hear you on how helpful it would be to land on the Workplan first thing so follow-ups, tasks, appointments, and opportunities don’t get missed. I’m looping this into our review and sharing it with the team as we evaluate the best way to handle the default landing page on login. If we need any additional details around your workflow, I’ll follow up.