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Activity Overview (Sales Professionals)
Activity Overview (Sales Professionals)

Get a quick overview of the cumulative calls, emails, notes and wins of each sales professional on your team.

Erika Sanchez avatar
Written by Erika Sanchez
Updated over a week ago

On the Sales Team page you can get quick snapshot of your sales team's activities in the tableview.

For an in depth dive of each salesperson activities, select them from the table to view their dashboard.

  • Total Aggregate Data and Monthly Activities

  • Current Work Opportunities

  • Tasks

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