Salesforce Reports: Priority Score Reports What Does Priority Score do for You XANT has the ability to create custom Priority Scoring Models which apply a score between 0-100 to a Lead record to indicate either its likelihood to convert or the likelihood to be contacted. For reporting purposes, it is...
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Salesforce Reports: Inbound Call Reports How Effective is your Inbound Call Strategy Inbound fields and reports are included in the third unmanaged package. If a customer tracks inbound as well as outbound calls, these reports will help to report on things like call volume, wait time, call paths and outcomes....
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Introduction to Playbooks Reports How to Access Insightful In-App Reporting Within the Playbooks Manager App, managers and Playbooks administrators have exclusive access to the Playbooks Reports tab. Reports can be generated isolating the Playbooks activities a team or individual has completed and which Plays and Play Steps generate the most...
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Standard Playbooks Reports What are some standard Playbooks reports you can Create Playbooks Reports let you generate reports based on your sales activities by total or average activities per day. You can drill down into sales teams or view individual users. Reports show historical activities of weekly or monthly data....
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Add Playbooks Fields to Salesforce Page Layouts & List Views How to customize Salesforce views to include Playbooks fields The Playbooks platform includes a set of Lead, Contact, Account, Opportunity, and Activity fields that if created in your Salesforce org will populate with sales interaction data as your users complete...
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Reporting in Dynamics – Basic Charts and Dashboards Using charts and dashboards included in the Playbooks Unmanaged solution XANT provides an Unmanaged Solution that includes a set of charts and dashboards, allowing you to quickly gain improved insight into the activities your sales team is completing on a routine basis...
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