There are three activities that are beeing tracked in Lime Go "sales call", "booked meeting" and "attended meetings". Corresponding activities upgrades statistics with 1.
Sales call:
Statistics are upgraded through one of the following actions:
- logging a final step in a calling list
- adding a new note with the activity type "sales call"
Booked appointments:
Statistics are upgraded when you create a "new meeting" on a company card or directly on a deal or person card.
Note that it is the person who books the meeting that gets the statistic, even if you delegate the meeting.
Attended meetings and client visits:
Statistics are upgraded when
- you report how the meeting went. You will find all your booked meetings gathered on your profile page and on the "today" page
- you add a new note with the type "Visited client"
It is the coworker that does the activity that gains the statistic. Meaning that if a sales representative was to book a meeting for a colleague, even if it is delegated, it is the sales representative that collects statistics.
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