Team & insights
Who did what, and what it added up to.
3 guides in this section
Once a team is working leads, deals and campaigns day to day, this section is where you check that the work is actually happening — and where it's ending up. Attendance logs every field check-in and check-out with GPS location, a photo and notes, so you know who was where and for how long without asking. Reports covers the full reporting suite, grouped into Leads, Tasks, Calls, Deals and Attendance, each filterable by date range, for a numbers view of what the team produced over any period. Sales flows covers the branching call scripts agents follow on live calls, built once so every rep asks the same questions in the same order regardless of experience. Between attendance, reports and flows, this section covers presence, output and process — the three things a sales manager checks to know whether a team is on track, without having to open every lead and deal individually.
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