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Settings - Automated Reports

Automated reports on Saleboat and how to set them up

This tab - Reports - handles the settings relevant to the automated reports you, as the Captain, receive weekly, and a few other things too:

Automated Reporting

You can toggle this setting on or off, depending on your reporting preferences

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Captain gets a copy

Select this checkbox if you would like to receive a copy of the report each week

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Day of the week

Choose the day that best suits your email inbox for receiving reports

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Time of day

Now you'll need to select the time of this particular day that best suits you

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Days until client is considered neglected

This implies prospects too.

This counts the days from the last time they were contacted - be it phone call or face-to-face meeting - until the time that they will be considered as 'neglected'. In order to prevent a customer from becoming neglected, we advise Sailors to contact their customers regularly. This keeps you top of mind, and any issues that may arise can be resolved quickly.

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Maximum radius of on-site meetings (meters)

How far away from the customer location can your user be when checking into a meeting. We recommend 500m - 1000m.

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