How Can I Report On My Calendar Events

As well as determining where your lead appears in the Dashboard, all of the Calendar Events you create will be shown in the 'Morning Meeting Report'.

The 'Morning Meeting Report' is designed to be used as part of the Sales Managers one-on-ones with staff as it shows them all the events each sales person has scheduled for any given day.

• Related Articles

• Morning Meeting Report

  Morning Meeting Report This operational level report takes all of the leads with ACTIONS set for today, and spits them out into an easily digestible daily run sheet. The report is intended for management to use in one-on-ones with their sales team.

• Reporting - Dealer Action Report

  The Dealer Action Report is available via Sales Pipeline>Dashboard>Reporting>Dealer Action Report.  The report is designed to give a dealer or group indicators at how efficient a dealer was at responding to individual leads -  tracking the time for ...

• Overview - Calendar Events

  AutoPlayAuto.com has a built in Calendar to schedule follow up with your Leads.  To find out more about creating calendar events watch the short video below. You can also read more about Calendar Events by browsing the Support articles linked below. ...

• How To Copy Calendar Events

  When you 'Complete' a Calendar Event, or mark it as a 'No Show' it is recommended that you create a new Calendar Event rather than rescheduling an existing event.  This will ensure that every action is tracked, and all follow up activity is visible ...

• How To View Your Calendar Events

  To view your Calendar Events you can open the 'Next Action(s)' and 'Previous Events' on your Lead.  If you have multiple Calendar Events you can click on the green 'SHOW MORE' button to view all the events in each section.  You can hide these again ...