The club manager
For the person who runs a club: the tours with no outcome, the period's figures by location and rep, and your team's hours.
You make sure every deal is answered and every tour is recorded at your club, and you read the figures each week.
Your day in Monody
Monody opens on Today. As a manager, Needs you also shows Tours with no outcome at your locations, and How the week is going shows the deals that arrived and how far they have got.
The five things you do most
- Clear the tours with no outcome. Press the cell, then Outcome on each row, or ask the person named. See Visits with no outcome.
- Read the period. Insights → Reports → This period counts deals in, tours booked and held, joins and not interested on their own dates, by location and by rep. See Read Insights.
- Watch speed to lead. Insights → Reports → Speed to lead, by rep. A deal that waits past the target is reassigned to the location's manager. See Speed to lead.
- Keep the team's hours current. On Settings → Team → People, choose Working hours from a person's menu, and add a day off or a changed shift under Days that differ. Each rep's speed to lead is counted in those hours.
- Settle duplicates. A deal marked Possible duplicate has Compare and Merge leads. See Duplicates and linking a deal to a member.
Where to look when something needs you
- The notice the morning after a tour with no outcome.
- The notice when a deal passes the first-call target and is reassigned to you.
- Insights for the deals waiting now and going cold.
A question these pages do not answer? Write to support@monody.app.