Demo: Team Insights

In this demo we dive into Team insights - a bird's eye view of your team's performance in the current week.

High-level numbers include leads, assigned contacts, and contact rates. Sales Reps can also see this view to encourage friendly competition.

In this view, you can find a table view of lead allocation to ensure work is fairly distributed.

Team insights in complete with boardroom-ready charts showing the total number of calls and customers contacted and a breakdown by Rep. Finally, you can view a complete list of all lead notes saved for the week and quickly identify areas of attention.