Review Performance of Reminders
Reviewing the performance of your team on their reminders is a great way to see who your top performers are. Use the following steps to find out how:
- Go to the Front Office module.
- Select the Performance view.
- Scroll down to the Reminders table. Using the various table headers, filter the data to see how your team is doing on resolving the reminders.
Tip: You can use this data to see who is targeting high-value appointments, or who is the most successful at calling customers.