Reports

Opportunities without Intro Call
https://californiaclosets.lightning.force.com/lightning/r/Report/00O3t000007CsscEAC/view

1. Monitor this report daily to ensure designers are performing their introductory phone calls
   within 24 hours of having the consultation being booked

2. Chatter designers on all opportunities that haven’t been updated

Cancelled Appointments with Notes
https://californiaclosets.lightning.force.com/lightning/r/Report/00O4v000009sYfuEAE/view

1. Monitor this report daily to understand all cancelled appointments

2. Call and email customers who have cancelled in order to understand why (this is also a way
   to ensure your designers are not cherry-picking.

3. Can we rebook them?

Resource Absence Report
https://californiaclosets.lightning.force.com/lightning/r/Report/00O4v00000A8sdCEAR/view
a. Monitor this report daily to ensure your designers aren’t blocking their calendar availability
b. Coach your designers to put the actual titles of the RAs in
c. If it’s actually a follow-up, coach them to enter them as such
d. If it’s personal, monitor how many they have each month
e. Chatter them on the RA if this isn’t done

Public Wrap & Review Report
https://californiaclosets.lightning.force.com/lightning/r/Report/00O4v00000A91HoEAJ/view
a. Coach designers to enter all notes into the “Initial Consultation Notes” section of salesforce
b. Review the report on a weekly basis and chatter designers when there hasn’t been an
update
c. Use the data from the report to create weekly and monthly goals around FSC, hold tension
to the fundamental