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Sara Archer's Avatar

Sara Archer

Joined Apr 15, 2021

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Last activity Oct 27, 2021

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Latest activity by Sara Archer

Sara Archer created a post,

Post Feedback - Sales CRM (Sell)

Hi there, please add support for reporting on appointments held. This is key for our outbound metrics. Ideally, we want to see:

  1. meetings scheduled by rep for a given time period
  2. meetings held by a rep for a given time period
  3. ideally, meetings can be schedule for different people (e.g. a BDR/SDR schedules a rep for an AE) and we have some way to report on this.

Today we do this manually with Google Sheets which is really cumbersome.

Posted Mar 16, 2021 · Sara Archer

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