I would like to track the results of my activities and run reports
We have different appointment categories, First appointments, Service appointments, Presentation appts etc.
But I do not have a place to track the results if the appointment kept, rescheduled, closed, no showed.
This will tell me at the end of a quarter, I scheduled 60 appointments over 30 households, 50 of them kept their appointment, and resulted in 10 HHs closed for some business. If I want to Close 12 pieces of business 20%, then I need to increase my households by 20% and that means I might need 70 appointments over that time frame.
9
votes
Kenneth Hamilton
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