Reports - Leads with Scheduled Meetings

With SprintHub, you can filter and customize your Leads and Opportunities reports based on scheduled meetings—whether past, future, or even meetings that were canceled. This way, you can get a complete and organized view of the history of interactions with your leads.

This filter is available as a condition in the automations of the SAC 360º, CRM, Automation Flows and Chatbot, allowing you to direct specific actions based on custom criteria during the lead or service journey.

To do this, follow the steps below:

1. Access the Reports feature through the “Find Services”. Or just type the name, and the function appears.

Start creating: Click on "+ New".

1. Creation of the Custom Report.

CONCLUSION

Using meeting filters in reports allows for more strategic and efficient tracking of interactions with your leads and opportunities. In this way, you ensure precise control over the scheduling history and can make more assertive decisions to optimize your sales results.