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Sales and Activity Goals

Using Freshsales

  • 2 Posts
  • 7 Replies
2 Posts
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?

691
jake.martin
Community Debut
LuigiSghinolfi
Top Contributor
LuigiSghinolfiTop Contributor
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

806
Aishwarya Parthasarathi
Top Contributor

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