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Anjali Rao · Sunday 12 October · what to set in Salesforce today
Update in Salesforce
From what you marked today- Kapoor family: set IC completeZoom (External): recording uploaded 10:48
- Vikram Mehta: set IC completeVelocity Meet: held 11:00 to 11:58
- Joshi family: set No-ShowNobody from the family joined by 16:15; two new slots offered
- Lakshmi Iyer: set Appraisal delivered, and make yourself opportunity ownerPlan sent at 14:05
- Kapoor family (sibling): set Committed to signChose an option on the plan; acceptance pending