Opportunities Pending Follow Up - For the day report (v1)
Sales owners and center managers can use this daily report to view the opportunities that are pending long and must be followed up
Column | Descriptions |
Opportunity# | Unique code that identifies the opportunity |
Title | Opportunity name and details |
Sales Owner | Sales owner of the center |
Guest | Guest's name |
Status | Status of the opportunity
|
Follow-up Date | Date on which the sales owners must follow up with the guest |