The weekly summary email
A short Monday email with your new leads, active and closed deals, commission and overdue tasks for the past week.
The weekly summary is an email that arrives every Monday morning, US time, with the headline numbers from your past seven days. It is off until you turn it on.
Turn it on or off
Open Notifications
Open Settings > Notifications.
Switch it on
Turn on Weekly summary in the Email column.
Save
Click Save changes. The next summary goes out on Monday.
It goes to the email address in Settings > Profile.
What it shows
- New Leads: contacts added in the past seven days, however they came in.
- Active Deals: deals not yet at a Closed stage, on either side.
- Closed: deals at a Closed stage with a close date in the past seven days. A deal with no close date counts when it last changed in the past seven days.
- GCI: the commission on those closed deals. When a deal has no commission of its own, Relivo uses the Default commission rate from Settings > Profile.
- Overdue tasks: a line appears when any open task is past its due date.
The email has a button to open Relivo. For lead sources and trends over time, use Analytics.