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Sales and Activity Goals

Using Freshsales

  • 2 Topics
  • 7 Replies

2 Topics

KeithAM
Apprentice
KeithAMApprentice
asked in Sales and Activity Goals

FreshSales Meetings tracking Complete vs Rescheduled

Hi Community… I am setting up my team in FreshSales and have run into an issue, I use Oncehub which automatically creates a meeting so that part is wonderful!The issue is when someone reschedules the meeting disappears that day and moves to the new day. granted that is exactly what I want but how can I track the daily report of what was completed vs what was rescheduled… Anyone have any ideas?

1
jake.martin
Community Debut
10 months ago
LuigiSghinolfi
Contributor
LuigiSghinolfiContributor
asked in Sales and Activity Goals

Track KPI

Hi,i’m new user addicted to Freshworks suite...:-DI have a question.I do create a system for track the KPI on my business sales (real estate sector).For example:N° of visit on flat; N° on sales offer send; N° of contract signed; N° of contract cashflow;Do you have a similar experience?What i can use for track this? What type of workflow? ThxLuigi

6
Aishwarya Parthasarathi
Community Manager
1 year ago

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