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| − | == Profile header ==
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| − | === What is Profile header? ===
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| − | The profile header is the top card on '''Member detail''' showing the teammate’s identity.
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| − | === How to navigate ===
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| − | '''[[Teams]]''' → select teammate → '''[[Member Detail]]''' (top card)
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| − |
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| − | === Using Profile header ===
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| − | # Open Member Detail for a teammate.
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| − | # View profile photo, name, and title/role.
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| − | # Use this section as the main identity block before taking action.
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| − |
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| − | === Features include ===
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| − | * '''Profile photo''' – Teammate image from CallProof/Teams.
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| − | * '''Name''' – Full teammate name.
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| − | * '''Title / role''' – Job title or role label (for example Sales Associate).
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| − | * '''Profile card layout''' – Groups identity info with status and actions.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − |
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| − | == Real-time status ==
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| − | === What is Real-time status? ===
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| − | Real-time status shows what the teammate is doing right now in the field (for example Idle, On Call, or In Appointment).
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| − |
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| − | === How to navigate ===
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| − | '''[[Member Detail]]''' → status pill under profile photo
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| − |
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| − | === Using Real-time status ===
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| − | # Open Member Detail.
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| − | # Read the colored status label on the profile card.
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| − | # Use it to know if the teammate is available, on a call, or in an appointment.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Status text''' – Current activity label (defaults to Idle if none).
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| − | * '''Color-coded pill''' – Background/text colors reflect status type.
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| − | * '''Live visibility''' – Helps managers and teammates coordinate outreach.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − |
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| − | == Badge ==
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| − | === What is Badge? ===
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| − | Badge displays an achievement icon on the teammate’s '''Member Detail''' profile.
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| − | === How to navigate ===
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| − | '''[[Member Detail]]''' → badge icon on profile photo
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| − | === Using Badge ===
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| − | # Open Member Detail.
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| − | # View the badge image near the profile photo.
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| − | # Use it as a quick visual for rep achievements/gamification.
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| − |
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| − | === Features include ===
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| − | * '''Badge image''' – Loaded from teammate badge data.
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| − | * '''Achievement display''' – Part of Teams gamification (badges/streaks).
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| − | * '''Profile decoration''' – Shown on the member card for recognition.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Streak ==
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| − | === What is Streak? ===
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| − | Streak shows how many consecutive days the teammate has maintained an activity streak.
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| − | === How to navigate ===
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| − | '''[[Member Detail]]''' → Streak section on profile card
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| − | === Using Streak ===
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| − | # Open Member Detail.
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| − | # Read the streak day count in the circular streak widget.
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| − | # Use it to track consistency and motivation.
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| − |
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| − | === Features include ===
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| − | * '''Streak day count''' – Number of streak days.
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| − | * '''“Days” label''' – Clarifies the streak unit.
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| − | * '''Visual streak ring''' – Gradient circle display on the profile card.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Sales Goal ==
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| − | === What is Sales Goal? ===
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| − | Sales Goal shows the teammate’s progress toward a sales target on '''Member Detail'''.
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| − | === How to navigate ===
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| − | '''Member Detail''' → Sales Goal meter on profile card
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| − | === Using Sales Goal ===
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| − | # Open Member Detail.
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| − | # View the circular progress ring and percentage.
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| − | # Read the target value shown below the ring (for example dollar target).
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| − | === Features include ===
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| − | * '''Progress ring''' – Circular meter with % of goal complete.
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| − | * '''Target value''' – Goal amount/points label under the ring.
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| − | * '''Sales Goal title''' – Labeled “Sales Goal” on the card.
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| − | * '''Performance snapshot''' – Quick view of rep goal attainment.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Call member ==
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| − | === What is Call member? ===
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| − | Call member dials the teammate’s phone number from '''[[Member Detail]]''' using the device dialer.
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| − | === How to navigate ===
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| − | '''[[Member Detail]]''' → Call button (right side of profile card)
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| − | === Using Call member ===
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| − | # Open Member Detail for another teammate (not your own profile).
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| − | # Tap Call.
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| − | # Complete the call in the phone dialer.
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| − | # If no number exists, CallProof shows “Contact number not available.”
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| − | === Features include ===
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| − | * '''Call button''' – Quick dial action on the profile card.
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| − | * '''Native dialer''' – Opens phone call flow.
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| − | * '''Hidden on own profile''' – You cannot call yourself from Member Detail.
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| − | * '''Phone required''' – Needs a valid teammate phone number.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Message member ==
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| − | === What is Message member? ===
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| − | Message member sends an SMS to the teammate from '''Member Detail'''.
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| − | === How to navigate ===
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| − | '''Member Detail''' → Message button
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| − | === Using Message member ===
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| − | # Open Member Detail for another teammate.
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| − | # Tap Message.
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| − | # Compose SMS in the device message composer.
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| − | # If AI is enabled, CallProof may open '''CallProof AI''' SMS assistance first.
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| − | # Send when ready.
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| − | === Features include ===
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| − | * '''Message button''' – SMS shortcut on profile card.
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| − | * '''Device SMS composer''' – Standard text message flow.
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| − | * '''AI SMS help''' – Optional AI draft assistance when enabled.
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| − | * '''Hidden on own profile''' – Not shown for your own user.
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| − | * '''Phone required''' – Needs a valid teammate phone number.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Video message ==
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| − | === What is Video message? ===
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| − | Video message opens async video messaging with the teammate from '''[[Member Detail]]'''.
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| − | === How to navigate ===
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| − | '''[[Member Detail]]''' → Video button
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| − | (Requires video messaging enabled for your organization.)
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| − | === Using Video message ===
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| − | # Open Member Detail for another teammate.
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| − | # Tap Video.
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| − | # If video is enabled, open the video room and record/send a message.
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| − | # If no room exists yet, CallProof creates one first.
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| − | # Unread badge shows pending video messages when count > 0.
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| − | # If video is not enabled, CallProof may prompt for upgrade/beta access.
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| − |
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| − | === Features include ===
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| − | * '''Video button''' – Async video messaging entry point.
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| − | * '''Unread count badge''' – Red badge when unread videos exist.
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| − | * '''Create video room''' – Auto-creates room if none exists.
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| − | * '''Camera access''' – Prompts for camera permission before recording.
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| − | * '''Upgrade prompt''' – Shown when video messaging is not enabled.
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| − | * '''Hidden on own profile''' – Not shown for your own user.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Date Range filter ==
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| − | === What is Date Range filter? ===
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| − | Date Range filter controls which time period the '''[[Activity stats]]''' on '''[[Member Detail]]''' reflect.
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| − |
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| − | === How to navigate ===
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| − | '''[[Member Detail]]''' → Date Range picker below profile card
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| − |
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| − | === Using Date Range filter ===
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| − | # Open Member Detail.
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| − | # Tap the Date Range dropdown.
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| − | # Choose '''Today''', '''Weekly''', '''Monthly''', or '''Custom Date'''.
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| − | # For Custom Date, enter Start Date and End Date, then tap Submit.
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| − | # Activity stats refresh for the selected range.
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| − | === Features include ===
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| − | * '''Today''' – Stats for the current day.
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| − | * '''Weekly''' – Stats for the current week.
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| − | * '''Monthly''' – Stats for the current month.
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| − | * '''Custom Date''' – Pick start and end dates with date pickers.
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| − | * '''Submit validation''' – Requires valid dates; start cannot be after end.
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| − | * '''Auto refresh''' – Reloads member stats after selection.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Activity stats ==
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| − | === What are Activity stats? ===
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| − | Activity stats are the hexagon metric cards on '''[[Member Detail]]''' showing teammate performance for the selected '''[[Date Range filter]]'''.
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| − | === How to navigate ===
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| − | '''[[Member Detail]]''' → swipe horizontal stats carousel (below Date Range)
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| − |
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| − | === Using Activity stats ===
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| − | # Open Member Detail.
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| − | # Set the date range you want to review.
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| − | # Swipe through the hexagon cards.
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| − | # Read counts/values for each metric.
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| − | == Opportunities stat ==
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| − | === What is Opportunities stat? ===
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| − | Shows the teammate’s opportunity derived value for the selected date range on '''[[Member Detail]]'''.
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| − | === How to navigate ===
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| − | '''[[Member Detail]]''' → '''[[Activity stats]]''' → Opportunities card
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| − | === Features include ===
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| − | * '''Derived value''' – Dollar value display (for example $5000).
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| − | * '''Highlighted card''' – Styled with theme color for emphasis.
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| − | * '''Date-range based''' – Updates when Date Range changes.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Outbound Calls stat ==
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| − | === What is Outbound Calls stat? ===
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| − | Shows how many outbound calls the teammate logged in the selected period.
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| − | === How to navigate ===
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| − | '''[[Member Detail]]''' → '''[[Activity stats]]''' → Outbound Calls card
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| − | === Features include ===
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| − | * '''Call count''' – Total outbound calls.
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| − | * '''Performance tracking''' – Helps managers review calling activity.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Past Due Follow-Ups stat ==
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| − | === What is Past Due Follow-Ups stat? ===
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| − | Shows how many follow-ups are past due for the teammate in the selected period.
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| − | === How to navigate ===
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| − | '''[[Member Detail]]''' → '''[[Activity stats]]''' → Past Due Follow-Ups card
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| − | === Features include ===
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| − | * '''Past due count''' – Number of overdue follow-ups.
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| − | * '''Coaching signal''' – Helps identify reps needing follow-up attention.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Total Events stat ==
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| − | === What is Total Events stat? ===
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| − | Shows total events logged by the teammate for the selected date range.
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| − |
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| − | === How to navigate ===
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| − | '''[[Member Detail]]''' → '''[[Activity stats]]''' → Total Events card
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| − | === Features include ===
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| − | * '''Event count''' – All logged events in the period.
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| − | * '''Activity overview''' – Broad measure of rep activity.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − | == Event Forms stat ==
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| − | === What is Event Forms stat? ===
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| − | Shows how many event forms the teammate submitted in the selected period.
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| − | === How to navigate ===
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| − | '''Member Detail''' → '''Activity stats''' → Event Forms card
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| − | === Features include ===
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| − | * '''Event form count''' – Submitted forms total.
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| − | * '''Field workflow tracking''' – Measures form-based
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