Create inbound call logs and daily rep leaderboard report

You lack a centralized log of inbound advisor calls, leaving responsiveness and staffing needs unmeasured. Gain daily call logs and a rep leaderboard for review, available within 24 hours.

Overview

Missed visibility into inbound advisor calls hides coaching and staffing opportunities; CRM managers need timely, reliable metrics. This workflow captures every inbound advisor call and delivers a daily rep leaderboard, giving reviewable counts within 24 hours for coaching and staffing adjustments.