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Sales - Daily Agenda/Tracker Sessions

Agenda Reports are available on LAB, from the left hand menu panel under Reports > Agenda & WIP.

Sales Managers only have access to their individual pipeline. It is the Sales Managers responsibility to ensure that their pipeline is updated and accurate prior to your tracker session. Jo/Bill will bring your agenda up during your twice weekly tracker sessions.

For more information on the Agenda Reports tab on LAB, refer to this guru card -Agenda Reports

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.