Notes for January 27, 2020

Everyone

3 New Alerts have been enabled to help your sales teams focus and maximize their revenue! Stop filtering, sorting, and counting rows on the Account List today in order to find information that we can automatically bubble to the top!

• Leads and Prospects Above Threshold: Designed to find salespeople that have more Leads and Prospects than a manager feels they can reasonably handle based upon a manager defined threshold.
• Leads and Prospects Below Threshold: Designed to find salespeople that have room to grow and should increase their new business numbers based upon a manager defined threshold.
• Win-Back Accounts: Designed to easily find the accounts that billed in the past (you define the months since last billing) but are not actively billing.