Filter By Appointment Owner
upcoming
E
Endrina Rivas
The reporting section needs more filtering options so that managers can see how their team is doing.
The Appointments Report needs to be filtered by "Appointment Owner" and by "Created By". That way we can gauge performance of the appointment setter and also the sales representative
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S
Sales & Marketing
upcoming
A
Ammon A
We need this because some people in our organization handle different types of clients in the same pipeline (We don't know what type of client it will be till after we've spoken to them, and then there's too many branches for one pipelines. So different pipelines are a no-go.)
Some people however need only some automations to fire for them, while other users need all the automations.