Team and EOD
Each person's end-of-day report and the rankings it feeds.
Every team member has a private EOD link. They open it on their phone, without signing in, and report their day in a minute.
| Role | Fields |
|---|---|
| Setter | Leads processed, calls or messages, bookings. |
| Triager | Leads processed, calls, bookings, disqualified. |
| Closer | Calls scheduled, calls held, no-shows, sales, cash collected. |
If a link is shared by mistake, regenerate it in Settings → Team: the old one stops working at once.
With the reports, Leaderboards ranks closers, triagers and setters by day, week or month.