Print the Desk Log
complete
Jonathan Schultz
Print appointment desk log/ desk log
Michele McCoy
complete
Michele McCoy
closed
Thank you for the votes. We have released the updated desk log which does include the ability to print and download.
With this feature you can:
- Use sticky filters and a new source filter
- Print and download your Desk Log metrics
- Enjoy a cleaner, more intuitive design
Drew Adler
in progress
J
Jacob Coleman
Merged in a post:
Dashboard, Visits, PDF, Print
N
Nicolas Karam
If this exact screen was able to be saved as a pdf and printed out, that would help us out a lot. A lot of info is easily read and makes it easy to go and sit down with each salesperson to go over any unsold leads.
The "visit" report in the advanced reporting shows minimal info compared to the screenshot.
N
Nicolas Karam
It is something I am trying to use daily to maximize our closing ratio. Basically the information that is in the screenshot that I sent is all useful.
Only requirement I am looking for is that it looks and prints out like the screenshot. Gives me space to be able to write down some notes for myself.
Thank you!
Shelby Parker
Hiya Nicolas Karam, thanks for this post! I have a few more questions for you:
- What specific information from the dashboard is most critical to include in the PDF?
- How frequently do you need to generate these PDF reports?
- Are there any specific formatting requirements for the PDF?
J
Jacob Coleman
Merged in a post:
Make the desklog printable with a notes sections
T
Travis Winter
For morning meetings, save a deal etc.
Shelby Parker
Hello Travis Winter! I have a few more questions for you:
- What specific information or fields should be included in the notes section?
- How frequently do you anticipate needing to print the desklog for meetings?
- Are there any specific formatting requirements for the printed desklog?
C
Chris Lopez
Yes that seems to be a common request and would love if this feature was added!
J
Jacob Coleman
Merged in a post:
Print the Desklog
E
Erick Wicklund
Want to print a hard copy of the Desk log.
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