How can I track how many leads each salesperson brings in?
If field salespeople generate leads that your operations team then enters into the system, you can still track them:
- Create a dummy user with the name of the salesperson.
- When adding a new query, select this dummy salesperson in the user option.
- In the reports, both names appear — the actual user who entered the query and the dummy salesperson — so you can track leads per salesperson accurately.
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