NI Team
GB Team
Weekly Data Entry
Targets are editable. Changes auto-save.
NI Team
| Rep | Phone Calls | Face to Face Visits | New Accounts | ||
|---|---|---|---|---|---|
| Target | Actual | Target | Actual | Opened | |
GB Team
| Rep | Phone Calls | Face to Face Visits | Prospecting | New Accounts | |||
|---|---|---|---|---|---|---|---|
| Target | Actual | Target | Actual | Target | Actual | Opened | |
Weekly Notes
Weekly Trends
Phone Calls - % of Target
Face to Face Visits - % of Target
Monthly Summary
Grade C Customer Follow Up
Track outreach to Grade C customers (GBP 0-11k rolling 12 months)
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Customer Feedback & Complaints
Track complaints, feedback, queries and returns
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Whale Opportunities
Log Customer Activity
Records a dated note directly in Interprise against the chosen customer. Visible to the office and the rep on the customer record.
PROSPECT
· Rep: · 12mo: GBP
How you contacted them (call, visit, etc).
Defaults to your account. Edit if logging on behalf of someone else.
Adds a stage label to the note. It does not change the stage in Interprise - update that there yourself.
Today's log
Notes you and the team have logged through this dashboard today.
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