Leaders
Pipeline by rep
Contacts, conversations, and appointments from each rep account.
Each row is one rep account. A rep with an account but no member attached shows by label.
Steps
- Sort by conversations to see who is working the leads.
- Sort by appointments to see who is booking.
- Compare against the scorecard row on the leader page for the same week.
- Jump in opens the rep account login.
Good to know
- Being set up means the R2 team has not attached accounts yet.
- Numbers refresh every fifteen minutes.