Learn how to set up and manage an appointment outcomes leaderboard. By following the steps in the video, you can track and attribute different appointment dispositions to specific team members. Take action by creating and customizing leaderboards for your appointments.
Follow these steps:
1. Log In to Admin Account
2. Click "Leaderboards"
3. Click "Create Leaderboard," Title it -"Appointment Outcomes" or preferred name
4. Save
5. Add stats - see below per Setter and Closer Attributors
6. Toggle Visibility Active
7. Select "Configure in Games" to run competitions
How To Build a Stat - For an in depth video, watch this - How do I create custom stats for my leaderboard?
For Setter:
1. Click "Build Stat," per each stat wanted, create a stat name, short name, description, active visibility
2. Change "Status" to "Appointment Outcome" instead of "Contact Status"
3. Change "Held" to the appointment outcome(s) preferred (Ex: Not Interested, Bad Credit, Signed up, etc.)
4. Select Attributed to: "Setter"
5. Save
For Closer:
1. Click "Build Stat," per each stat wanted, create a stat name, short name, description, active visibility
2. Change "Status" to "Appointment Outcome" instead of "Contact Status"
3. Change "Not Held" to the appointment outcome(s) preferred (Ex: Not Showed, Not Interested, Rescheduled, etc.)
4. Select Attributed to: "Closer"
5. Save