Metrics - Do you track your initial meetings?
Last updated by Ulyssesmaclaren over 3 years ago.See historyWhen creating an appointment email for an initial meeting, make sure you include the words " initial " and " meeting " on the subject.
Subject: Northwind project with SSW and Bob
Figure: Bad subject - not clear it is an initial meeting
Subject: Initial meeting with SSW and Bob from Northwind Subject: Initial phone meeting with SSW and Bob from Northwind
Figure: Good subjects - Make clear it is an initial meeting by having both words
The Appointment should also be tracked (without regarding) in Dynamics 365 so that this information is readily available and reportable.
The idea behind it is that Power BI can then track and show this.
