Standard Daily Activity Report
J
Jimmy Rogers
We should be able to break managers out of the standard daily activity report and also schedule it to send out to the team every morning.
J
Jimmy Rogers
Hi Shelbey,
- The managers need to be excluded from the salesperson daily activity report.
- The report would email to the team everyday.
- At 7am
Shelby Parker
Great to hear your perspective, Jimmy Rogers! I have a few more questions for you:
- What specific information or metrics should be included in the manager's version of the daily activity report?
- How would you like the report to be delivered to the team every morning (e.g., email, internal messaging system)?
- Is there a specific time in the morning when the report should be sent out to the team?