The weekly sales team activity email

An overview of the weekly sales activity email.

The weekly sales activity email is automatically sent every Monday to all Admin users of active QuarterOne accounts.

QuarterOne Weekly Sales Email

Recently created deals

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.

Recently updated deals

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.

Deals to be investigated

Includes all CRM deals with characteristics that might require further investigation. This includes:

  • Open deals with a close date in the past.
  • Open deals with a close date in the near future (a close date due this month or in the next 7 dates)
  • Deals without a close date. These deals will not be included in your QuarterOne Forecast by default.