What this report shows
The Morning Meeting Report pulls every lead with an action set for today into a single, easy to read run sheet. It is built for sales managers to use in one on ones with their sales team.
Run the report
- Open Analytics Reporting and select the Morning Meeting Report.
- Review the run sheet with your sales team before the day starts.
What you should see
A daily list of leads with today's actions, grouped so you can work through each salesperson's leads in a single meeting.
