Homepage for Scheduling Teams

Homepage for Scheduling Teams

Default Sales Scheduling Home Page

When you first log into 1Stop Install you will arrive at the Sales Scheduling Home Page which highlights some of the key areas for your job.




The default items included in this home page are:
  1. New Incoming: this view lists all the Contacts that have been added or updated to Contact Status of New Incoming and are ready to be contacted to set a meeting
  2. Attempted To Set: this view lists all the Contacts that are in the Contact Status of Attempted to Set and need to be contacted to set a meeting 
  3. Open Tasks: this view lists all the open tasks that are assigned to you or shared with you
  4. Set No Result After Meeting: this view lists all the Contacts that are in the Contact Status of Meeting Set and the meeting was at least 1 day ago or more
  5. Meetings to Issue: this view lists all the Meetings that have been Set but have still not been Issued
  6. Set Time - This Week: this is a component of the Sales Scheduling Dashboard which shows how many meetings were set this week and who set them
  7. Set Time - This Month: this is a component of the Sales Scheduling Dashboard which shows how many meetings were set this month and who set them
  8. Performance by Set Time - Last 90 Days: this is a component of the Sales Scheduling Dashboard which shows how set leads have performed by who set them over the last 90 days from lead set date



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