Checked users receive automated store reports. Configure send times in ⏰ Auto Schedule.
Pick which day of the week and hour each report type sends. Each cell = one weekday + one hour (Central Time). One send per period per store.
Reports sent only to you, independent of store-wide recipients.
Checked users receive automated call report emails.
Pick which day of the week and hour each report type sends. Central Time. One send per period per store.
Reports sent only to you, independent of store-wide recipients.
Checked users receive automated task report emails.
Pick which day of the week and hour each report type sends. Central Time.
Reports sent only to you.
Checked users receive automated BDC Call Report emails (Daily Tasks data).
Checked users receive automated Activity Report emails (Daily & MTD from Google Sheets).
Checked users receive automated Appointments Report emails.
Pick which day of the week and hour each period sends. Central Time.
Reports sent only to you, independent of store-wide recipients.
Click a day cell to set that salesperson's in/out hours and lead categories. Every change saves immediately — pick whether it applies to just the week shown or forever going forward. Past weeks are never changed, so tick history always reflects what really happened.
These users receive one combined email with Co-Video, 1st Call Report, Task Report, and BDC Call Report.
Pick which day of the week and hour each report type sends. Central Time. One send per period per store.
Reports sent only to you, independent of store-wide recipients.
Public, no-login, full-screen link(s) — always show today, auto-cycle through every report every minute, and refresh themselves. Open on any TV or browser in the showroom.