Report on meeting distribution for those who don't book via Concierge
When leads come inbound and don't book a meeting, Chili Piper assigns them to my sales team. I would love to see a report, similar to "Calibration Reports" that shows me the # of leads distributed per rep as well as a link to those leads so I can audit to make sure my reps are following up accordingly.
14
votes
AdminGaines Murfee
(Director of Customer Success, Chili Piper, Inc.)
shared this idea
Concierge Fire logs allow's you to filter based on meetings not booked and see who they were assigned to - also linking you to the record in your CRM!
