The weekly sales activity email is automatically sent every Monday to all Admin users of active QuarterOne accounts.
Is a list of all CRM deals created in the last 7 days. If fewer than 10 deals were created, the list will include the last 10 deals created irrespective of the create date.
Is a list of all CRM deals updated in the last 7 days with a revised Closed Date, Value or Stage name.
Note this list will not include deals without a Close Date.
Includes all CRM deals with characteristics that might require further investigation. This includes: