Activity Dashboard
The activity dashboard is a great place for management oversight to quickly check on the staff and their individual progress throughout the day.
1- Rep (Representative)
2- Ups (Up or Opportunity)
3- Cls (Calls)
This will open up to the representatives phone log for the day
4- Emls. (Emails)
This will open up to the representatives email log for the day
5- Texts (Texts)
6- Tsks (Tasks, not to be confused with texts)
This will open up the representative’s task dashboard.
7- ODue (Overdue Tasks)
This will also open up the representative’s task dashboard.
8- Sld (Sold, VinSolutions really abbreviated this by removing one letter)
9- Logged In
This has no link, this is a timestamp of the last time the user has signed into the system.