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Customize Team Activity Tracker Questions

For those of us using the Procoach accounts or even teams with newer associates, it would be extremely benifical to be able to adjust some of the questions asked on the Activity tracking form.

Rather than having "did you sign any contracts today" I would love to be able to change that for PC Agents to "How many contacts did you assing to smartplans today?"

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  • Jimmy Smith commented  ·   ·  Report

    In Settings > Reporting > activity tracking. Can we make the reporting numbers editable/customizable? For example my team only reports appointments. My admin team tracts contracts, pended, and closed. I would like a daily email to my team where they only report how many appointments they had that day.