New Features Update: Tracking Invites & Activities Report! (March 3, 2016)

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    Becky Schroeder

    Hi! I just noticed that I don't think the "Invites Counter" on the dashboard is calculating correctly. Today I have specified one Connect as an invite, and yet it's showing that I have completed 3 invites. When I drill into the activity report, it only shows the 1 invite I made.

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    Stephanie Tocco

    Is there a way to edit the Dailies? I do my 4 tasks daily, but sometimes I don't make it back into Teamzy to check the box...is there a way to go back and do that?

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    Becky Schroeder

    I don't know but I wish! I definitely forget to go update those too!

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    Liz Fanlo

    I would like to be able to filter the "connects" in the activity report so I can determine prospect activity vs connects with customers vs consultants for the week. Since Teamzy has you log connects this way, you should be abel to filter them this way too. 

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