Separate Outbound and Inbound Calls in the Daily Activity Reporting.
under review
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Dan Sayer
I think it is important to have distinction between Inbound and Outbound calling in Daily Activity. Inbound is a measure of customer activity whereas Outbound is a true measure of salesperson Activity. The same could be said for Email and Text activity, needs to be separated by Inbound and Outbound in the Activity Reporting. Thanks.
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Jacob Coleman
under review
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Jacob Coleman
Hi Dan, thanks for the feedback! Just to clarify, the Daily Activity Report currently only counts outbound calls/emails/texts/etc. Are you seeing something different?
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Dan Sayer
Jacob Coleman If I recall, I think my Pod told me it includes both in and out. Great point though in the way the report is marked. "Logged Calls" is a vague term because that can be both in and out terminology. Do you have the ability to expand the report to add Inbound? and then Activity accurately reflects all phone activity instead of just Out. You have descriptions on Text and Email as "sent" but not Calls so it was confusing. For all paths, you should add Inbound/Received in all cases.
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Christian Rush
If I am going through the phone log I would like to be able to leave notes. So that way multiple managers aren’t trying to do the same thing and go through the log
Shelby Parker
Hello Dan Sayer! I have a few more questions for you:
- Can you provide more details on how you would like the Inbound and Outbound activities to be differentiated in the report?
- Are there any specific metrics or data points you would like to see for each type of activity (Inbound and Outbound)?
- How do you envision the separation of Email and Text activity by Inbound and Outbound impacting your daily operations?
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Dan Sayer
Shelby Parker
- label Inbound Calls, Outbound Calls, etc
- Continue same metrics but separated out by In or Out
- It would give additional insight on salesperson activity. Inbound work is typically customer driven where Outbound work is really what separates successful salespeople. Being able to contrast the two is key. Thanks.