I am starting to schedule reports for follow ups for both leads and recurring service events. What is your best suggestion and time frame to do them? I want a report daily but not sure what the best time frame for the report would be...daily/weekly, etc? Thoughts?
Time wise I'd probably aim for them to be delivered midday or slower times. With leads and recurring events though I'd likely just teach my team how to spend down time managing those in the follow up tab in ST. They can leave notes and work collectively there. @KirstenGoTime also has a great tip on managing recurring events through the schedule tab calendar. If you filter it down to only show recurring services and select the month view you can then filter the owed services by zone and see how many you need to book in a certain area or zip. Then when you click into one of the events your taken straight to the event booking window and can click call or log a follow up 😉