Guide
Per-rep conversion goals and Team Pulse
Managers can define what counts as a conversion per role or per member (for example a telemarketer's conversion is an appointment secured, a closer's is a deal won). Configure this under Team in the Permissions tab; each member can also have an individual override. The Team Pulse view then measures every rep against their own goal, so telemarketers and closers are compared fairly.
Inside the app, click the help button in the bottom corner to ask the assistant or leave a message for our team.