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Team Report

An overview of your teams performance regarding to number of clients, leads, outstanding tasks and the average number of proposals created.

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Written by Annelli Bradbury
Updated this week

This gives you an overview of the team activities

Under this you will find the following: (which are all filterable)

  • First Name

  • Last Name

  • Full Name

  • User Creation Date

  • Job Title

  • Branch

  • Outstanding Tasks

  • Number of Leads

  • Number of Clients

  • Number of Proposals

  • Average Proposals created per month

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