Reports - Leads with Scheduled Meetings

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

This filter is available as a condition in the automations of 360º CUSTOMER SERVICE, 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:

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

Start creation: Click "+ New”.

Creating the Custom Report.

CONCLUSION

Using meeting filters in reports allows for more strategic and efficient monitoring 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 commercial results.

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Last updated 7 months ago

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

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