Pro Tips

Manager Tools: Create a Data Set of Your Subordinates' Records

Geopointe adheres to the Salesforce Sharing Model, allowing users to view data owned by those below them in the hierarchy. This is a great tool to help team leaders visualize their team's accounts, look for are...

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Check-In Reports

Check-Ins can be tracked and reported against just like any other Salesforce Object. Check-In reports can be an effective management tool to track the performance of users who report to you, identify trends, or...

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