sold appointment credit | Voters

sold appointment credit

Josh Swedberg

need a metrics that shows sold appointments. examples below. This should only give credit for a sold appointment to the sales person that sets the appointment that sells. If a customer sets multiple appointments and shows the "Sold appointment credit" needs to go to the sales person that set the last appointment the resulted in the sale. 
Example: Kyle sets an appointment they come in and don't buy that day.... NO sold appt credit 
Example #2..... Kyle sets an appointment they come in and don't buy the day of the appointment but show up 2 days later with no appointment..... NO sold appt credit
Example #3.... Kyle sets and appointment customer comes in and works with Landon and buys.... KYLE gets the sold appointment credit. 
Example #4..... Kyle sets an appointment customer comes in works with Landon doesnt buy that day, calls the next day sets another appointment with Landon they come in for that appointment and purchase... Landon gets sold appt credit
Example #5..... Kyle sets appointment customer comes in and buys the day of the appointment.... Kyle gets appointment credit

Shelby Parker

Thanks for sharing this, Josh Swedberg — the examples are really helpful for understanding how you want “sold appointment credit” to work. I’m going to loop this into our review with the team so we can assess the best way to support this metric, and I’ll follow up if we need any additional details from you.