Hi there,
I have to send End of Day reports to my team with the following format. I would like to prepopulate the meeting names in the report instead of searching for each on separately in our CRM.
gMY NAME] - mm/dd/yy - EOD Report
Total Revenue Generated: $0
Total Collected: $0
Scheduled Strategy Calls: 0
Live Strategy Calls: 0
Offers: 0
Closes: 0
Deposits: 0
--------------------------------
gMEETING NAME]
rMEETING NAME]
/MEETING NAME]
--------------------------------
Overall Summary