Lesson 90 · Put it to work
What happened on my calls this week?
Last week’s conversations, open tasks, and the week ahead.
You’ll be able to
- Review last week’s calls
- Follow up on open tasks
- Plan the week ahead
Transcript
You can now review last week's calls, follow open tasks, and plan the week ahead with Weekly Calls.
In Reports, open Weekly Calls. It brings your calls, tasks, and upcoming calendar together.
Start with This week and the totals. See Calls last week, Open tasks, Overdue, and Calls this week.
Under Last week, Still to do shows open tasks, accounts, and due dates. The Overdue flag helps you prioritize. Open a task to follow through.
Your calls lists when you met, who joined, and a summary. Open a call to review its details.
Coming up this week groups meetings by day. Use the account and Customer or Internal labels to plan the week ahead.
Next up, re-run a workflow from an earlier trigger.
