This thread is for the Admin Office Hours session for Thursday February 23rd,
2017. Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.
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Hi Evan,
I signed up for admin hours yesterday. You may wish to update the year to 2017 :-)). The topic I would like to review tomorrow would be scorecards - both account level and relationship level. I would like to know where the data is drawn from, how to distribute to stakeholders, and keeping historical track of the data.
Thanks,
Chuen
I signed up for admin hours yesterday. You may wish to update the year to 2017 :-)). The topic I would like to review tomorrow would be scorecards - both account level and relationship level. I would like to know where the data is drawn from, how to distribute to stakeholders, and keeping historical track of the data.
Thanks,
Chuen
1 person likes this
Forgot to update that one! Thanks!
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