The CRM Activity dashboard shows information about salespeople and their activity in MotilityAnywhere.
Parameters Available:
- Team Number
- Enter Date
Graph Displays:
- Employee Name
- Number of Updates per Employee
- Percentage of Updates Per Employee
Table Displays:
- Customer Name
- Next Call Back Day
- Last Contact Date
- Customer Status
Example:
Clicking over a slice of the pie chart will narrow the results in the table to the selection. Alternatively, you can use the multiple selection icon to choose more than one slice.