Reports

Within the report section, there are two options available: meetings and opportunities.

Meetings

Weekly Meetings: These are the weekly sales meetings scheduled for the current user.

We can also filter these options based on the date.

Sales Rep Meetings: If the user is a manager, they will have access to view meetings scheduled for all team members.

We can also filter these options based on the date and owner.

Opportunity

Bookings: It will provide a list of opportunities.

Sales Rep Bookings: This functionality is specifically designed for managers to review the bookings made by the Sales Representative.