Daily Tracking Report
I’d like to track daily lead generation activities in Command, including dials made, responses (yes/no), appointments set, door knocks, new contacts added, and follow-up touches to ensure consistency in outreach and engagement.
2
votes
Parm Atwal
shared this idea
-
Libby Anglin
commented
The current activity tracking is too broad to help agents assess the success of different activities. This causes agents to have to use seperate spreadsheets and trackers. These should be intigrated. If you are making a call to someone in the DB, it should automatically show up as activity. To track cold calls, door knocks or other activities where it's not attached to a specific contact in your DB, you should be able to enter these as activities in an activity page.