In this video, we’re excited to share that we’ve added a new filter to the Gatekeeper scoreboard that highlights missed ups. This feature is crucial for understanding when opportunities are lost, especially if all salespeople are occupied with customers. To access this filter, simply click on Gatekeeper, then the scoreboard, and navigate to the customer tab at the bottom.
Procedure for Accessing and Assigning Missed Ups in Gatekeeper
Key Steps
Accessing the Missed Ups Filter via Scoreboard 0:11
Open Gatekeeper.
Click on the Scoreboard option.
Select the Customer tab located at the bottom.
Accessing the Missed Ups Filter via Reports 0:22
Open Gatekeeper.
Click on Reports.
Select the Scoreboard tab.
Click on the Customers option at the bottom.
Selecting and Assigning a Missed Up 0:36
Identify the missed up you wish to assign.
Click the Assign button corresponding to the missed up.
Cautionary Notes
Ensure that you are logged into Gatekeeper before attempting to access the scoreboard or reports.
Double-check that you are assigning the missed up to the correct team member to avoid confusion.
Tips for Efficiency
Familiarize yourself with the layout of the Gatekeeper interface to navigate quickly.
Regularly check for missed ups to ensure timely follow-up with customers.