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Statistics or Filter for Appointment Setters

Feature Requests

It would be helpful to have statistics on who the appointment was set by and how many of those appointments close out. Also, a filter so you could see who the appointment setter was and who the clients were that they set the appointment for. This way if you have multiple appointment setters you can see their statistics.

Posted by Jessi Malone ·
1 comment

Comments1

  • Michael Mead

    •

    Mar 27

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    Merged request

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    4 votes

    Sales Statistics

    It would be incredibly beneficial if I could see the sales stats of each employee. How many jobs actually ran and how many of those jobs closed. If deposits have been paid, etc. As of right now, there is no way for me to manage each person’s pipeline without doing a lot of manual labor. It also makes it harder to scale outside of our current market without taking on another large task.