How do I track which sales team members have converted trips?

There are two ways to view converted trips by salesperson.

Through the Sales Report:

1. Click Trips, then Sales Report.
2. Click Sales Team.
3. At the top-right, open Advanced Filters in the search box.
4. Apply the Sales Team filter and click Apply.

From the Trip Management page:

1. Go to Trip Management and click the Converted stage.
2. Next to Add New Query, open Advanced Filters.
3. Select the names under Sales and Ops Owners and click Apply.

You can also download the data using the three dots (⋮) in the top-right corner.

Related documentation

• Sales and Lead Reports