JenniferMeyer
3 years agoQrew Member
Can I do this
I want to create an automatic tracking system in Quickbase. Is there a way to have Quickbase send a report when our sales person achieves the following goals or a notice when they do not?
Daily Goals
- 2 Non-Referring Plumbing Company Visits
- 4 Referring Plumbing Company Visits
- 2 Non-Referring Insurance Agency Stops
- 1 Referring Insurance Agency Stops
- 2 Non-Referring Property Management Stops
- 1 Referring Property Management Stops
Weekly Goals
- 12 Non-Referring Plumbing Company Visits
- 24 Referring Plumbing Company Visits
- 1 Plumber Breakfast (Cater In)
- 1 Doughnut Meeting at a Plumbers Office
Monthly Goals
- 2 Plumber Events such as:
- Cookout
- Happy Hour
- Plumber Promotion
- Lunch-N-Learn in an Agency Office
- 1 New Property Manager Scheduled to meet with Mat regarding the PREP Program
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Jennifer Meyer
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