Add completed task summaries to a central table
Add completed task summaries to a central table
Your completed sales tasks sit in personal lists, leaving ops without a consolidated activity trail for audits. This creates a central task summary so ops can reconcile activity before payroll.
Overview
When completed tasks are scattered across personal lists, ops can't audit activity or prepare commissions quickly. This flow captures every finished sales task into a shared table, giving ops and managers a reconciled activity view ahead of payroll.