Create daily check-in records and send summary email
Create daily check-in records and send summary email
Untracked daily check-in forms hide streaks and rolling averages for coaching. See trends and streaks with a consolidated plan email and tracked submissions, same day.
Overview
Stop losing sight of daily agent activity; this captures each check-in, enriches it with rolling averages, and emails an actionable plan to the president. That delivers coaching signals and streak visibility to act on same day.