We’ve updated the Daily Summary Report – and it’s now known as the Daily Opportunity Report. As well as a new name, it has everything you need to manage your day in one place!
The report arrives every morning to your inbox, perfect for your morning meeting – and helpfully summarises any opportunities that need attention.
You can make sure all clients have their proposal, and no one is sat there waiting, and you will also know that you haven’t missed any instructions – as well as many other items that may need action.
The summary has everything you need to know to keep your business running smoothly.
See a copy of the kind of report you will receive below.
If you need help getting it set up, please email firstname.lastname@example.org – we are happy to help!