Your fulfillment team works hard to provide the most value it can to your clients. Oftentimes, however, this work remains hidden. Agents have to painstakingly create their own reports to highlight the actions performed on behalf of your clients, taking them away from the work your company was trusted with in the first place.
That's why we're releasing cards into the Executive Report centered on tackling this problem. To start, we're releasing the following two cards:
These will tell your clients exactly how many tasks and projects you're doing for them. Plus, in the near future, we'll be releasing an additional card to provide insight to your clients.
When was this released?
This feature was released on Monday, May 25, 2020.
Does this only show projects and tasks set to visible?
The Project updates card will only show information that's been made visible. For the Fulfillment tasks and Fulfillment projects cards, we will show total numbers regardless of visibility. This is to ensure your team gets the credit it deserves.
Will these cards show in the Multi-Location Executive Report?
Absolutely! Versions of these cards will release in the Multi-Location Executive Report simultaneously with the singular report.