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Triager/Closer
EOD Report Triager/Closer Form
EOD Triager/Closer Form Results
Date Submitted
Sales Rep
Triages in Calendar
Triages - Taken
Triages - No Show
Triages - Cancellations
Triages - Unqualified
Triages - Rescheduled
Strategy Calls - Booked
Strategy Calls in Calendar
Strategy Calls - Taken
Strategy Calls - No Show
Strategy Calls - Cancellations
Strategy Calls - Unqualified
Strategy Calls - Reschedules
Sales Made
Deposits
Total Cash Collected
Total Contract Value
Follow Up's Made
Triage Calls Booked From Follow Up
Strategy Calls Booked From Follow Up
Sales Closed From Follow Up
Referrals Generated
Triage Calls Booked From Referrals
Strategy Calls Booked From Referrals
Sales Closed From Referrals
Has Every Lead Been Updated In Close.io?
Has Every Call For Tomorrow Been Confirmed?
On A Scale Of 1-10, How Would You Rate Your Day?
Notes
10/10/2023
David Reich
3
2
0
0
0
1
1
5
2
2
1
0
0
0
0
0
0
25
2
0
0
0
0
0
00
7Open
10/10/2023
Jackson Chrisco
7
3
4
0
0
0
2
2
1
0
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
00
5Open
10/11/2023
Jackson Chrisco
2
0
2
0
0
0
0
1
1
1
0
0
0
0
0
0
0
8
0
0
0
0
0
0
0
00
1Open
10/13/2023
Jake Clapson
2
2
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
5
0
0
0
0
0
0
0
00
8Open
10/18/2023
David Reich
1
1
1
1
1
3
00
2Open
10/16/2023
David Reich
9
6
3
0
3
0
2
3
1
2
0
0
0
0
0
0
0
00
4Open
10/19/2023
David Reich
1
1
2
0
2
5
00
1Open
8/4/2023
Jake Clapson
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
8/10/2023
Jake Clapson
3
3
0
0
2
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
8/11/2023
Jake Clapson
1
1
0
0
1
0
0
1
1
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
8/16/2023
Jake Clapson
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
8/17/2023
Jake Clapson
1
1
0
0
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
8/18/2023
Jake Clapson
1
1
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
8/19/2023
Jake Clapson
0
0
0
0
0
0
0
1
1
0
0
0
0
0
1
500
0
0
0
0
0
0
0
0
0
00
10Open
8/22/2023
Jake Clapson
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
8/23/2023
Jake Clapson
1
1
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
8/24/2023
Jake Clapson
2
2
0
0
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
8/25/2023
Jake Clapson
1
1
0
0
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
8/29/2023
Jake Clapson
0
0
0
0
0
0
0
2
2
0
0
1
0
0
1
0
0
0
0
0
0
0
0
0
0
00
10Open
8/31/2023
Jake Clapson
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
9/1/2023
Jake Clapson
1
1
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
9/5/2023
Jake Clapson
1
1
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
9/7/2023
Jake Clapson
2
2
0
0
2
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
9/13/2023
Jake Clapson
2
2
0
0
1
0
0
0
0
0
0
0
0
0
1
0
0
0
0
0
0
0
0
0
0
00
10Open
9/19/2023
Jake Clapson
1
1
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
9/20/2023
Jake Clapson
2
2
0
0
2
0
0
0
0
0
0
0
0
1
0
20500
21000
0
0
0
0
0
0
0
0
00
10Open
9/22/2023
Jake Clapson
0
0
0
0
0
0
0
0
0
0
0
0
0
1
0
13500
13500
0
0
0
0
0
0
0
0
00
10Open
10/3/2023
Jake Clapson
1
1
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
10/6/2023
Jake Clapson
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
10/10/2023
Jake Clapson
1
1
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
10/13/2023
Jake Clapson
2
2
0
0
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
10/17/2023
Jake Clapson
1
1
0
0
0
0
0
0
0
0
0
0
0
1
0
21000
21000
0
0
0
0
0
0
0
0
00
10Open
10/18/2023
Jake Clapson
1
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
10/19/2023
Jake Clapson
0
0
0
0
0
0
0
1
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
10/20/2023
Jake Clapson
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
10/20/2023
David Reich
4
4
4
00
2Open
10/17/2023
David Reich
1
1
1
1
1
4
00
5Open
10/11/2023
David Reich
3
3
2
1
1
1
00
1Open
10/12/2023
David Reich
3
3
3
00
2Open
10/13/2023
David Reich
2
2
1
3
1
1
1
00
2Open
10/14/2023
David Reich
4
1
3
2
2
00
0Open
10/15/2023
David Reich
3
3
00
5Open
10/3/2023
David Reich
4
3
1
1
2
1
1
00
1Open
10/4/2023
David Reich
5
4
1
1
1
00
2Open
10/5/2023
David Reich
6
2
4
1
00
5Open
10/6/2023
David Reich
7
4
3
2
00
3Open
10/7/2023
David Reich
4
2
2
1
00
2Open
10/8/2023
David Reich
4
3
1
2
00
2Open
8/29/2023
David Reich
4
1
3
00
4Open
8/30/2023
David Reich
5
3
2
2
00
4Open
8/31/2023
David Reich
2
2
2
00
3Open
9/1/2023
David Reich
2
2
00
2Open
9/4/2023
David Reich
1
1
00
1Open
9/5/2023
David Reich
1
1
00
5Open
9/6/2023
David Reich
4
3
1
2
00
2Open
9/7/2023
David Reich
5
3
2
2
00
2Open
9/8/2023
David Reich
3
3
2
00
1Open
9/12/2023
David Reich
13
6
7
3
00
10Open
9/13/2023
David Reich
5
3
2
1
00
5Open
9/14/2023
David Reich
3
3
1
00
3Open
9/21/2023
David Reich
0
00
5Open
9/19/2023
David Reich
16
10
6
5
1
00
10Open
9/20/2023
David Reich
9
6
3
4
00
8Open
9/21/2023
David Reich
3
2
1
1
5
3
2
00
7Open
9/22/2023
David Reich
4
3
1
2
2
2
00
5Open
9/23/2023
David Reich
1
1
1
3
2
1
00
3Open
9/26/2023
David Reich
5
3
2
3
3
2
1
00
4Open
9/27/2023
David Reich
7
4
3
2
00
3Open
9/28/2023
David Reich
5
3
2
1
1
00
3Open
9/29/2023
David Reich
7
3
4
1
1
1
00
3Open
9/30/2023
David Reich
4
2
2
1
2
1
1
00
3Open
10/1/2023
David Reich
3
3
00
1Open
10/21/2023
David Reich
0
00
0Open
10/22/2023
David Reich
2
2
00
1Open
7/31/2023
Jackson Chrisco
2
1
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
00
5Open
8/1/2023
Jackson Chrisco
4
4
0
0
1
0
3
0
0
0
00
5Open
8/2/2023
Jackson Chrisco
9
7
2
0
0
0
0
00
5Open
8/3/2023
Jackson Chrisco
5
2
3
1
2
2
2
0
0
0
0
0
0
0
00
5Open
8/4/2023
Jackson Chrisco
3
2
1
2
3
3
2
00
5Open
8/5/2023
Jackson Chrisco
0
1
1
00
5Open
8/6/2023
Jackson Chrisco
4
1
3
0
1
0
0
00
5Open
8/7/2023
Jackson Chrisco
9
5
4
1
2
2
1
9000
9000
9000
00
5Open
8/8/2023
Jackson Chrisco
4
4
2
1
3
3
0
1
1
00
5Open
8/9/2023
Jackson Chrisco
8
3
5
2
1
4
2
2
00
5Open
8/10/2023
Jackson Chrisco
4
1
3
1
0
5
1
4
5000
5000
5000
00
5Open
8/10/2023
0
00
5Open
8/14/2023
Jackson Chrisco
9
4
5
1
1
1
6000
6000
6000
00
5Open
8/15/2023
Jackson Chrisco
5
3
2
3
3
0
0
2
1
00
5Open
8/17/2023
Jackson Chrisco
4
4
0
1
1
1
0
0
00
5Open
8/18/2023
Jackson Chrisco
2
0
2
3
3
0
3
00
5Open
8/21/2023
Jackson Chrisco
17
9
8
4
1
0
0
00
5Open
8/22/2023
Jackson Chrisco
6
5
1
2
3
3
2
5000
5000
5000
00
5Open
8/23/2023
Jackson Chrisco
7
5
2
3
2
2
0
0
2
00
5Open
8/24/2023
Jackson Chrisco
5
2
3
1
1
2
2
0
1
9000
9000
9000
00
5Open
8/25/2023
Jackson Chrisco
3
2
1
1
1
1
0
0
00
5Open
8/28/2023
Jackson Chrisco
9
6
3
3
3
5
1
4
3000
3000
4500
00
5Open
8/29/2023
Jackson Chrisco
10
7
3
5
2
4
3
1
00
5Open
8/30/2023
Jackson Chrisco
13
9
4
2
2
0
0
1
00
5Open
8/31/2023
Jackson Chrisco
11
10
1
7
1
3
2
1
2
6000
6000
6000
00
5Open
9/1/2023
Jackson Chrisco
2
1
1
1
0
10
7
3
5
2
19000
15000
19000
00
5Open
9/4/2023
Jackson Chrisco
12
5
6
1
2
2
0
2
00
5Open
9/5/2023
Jackson Chrisco
6
4
2
2
1
2
13465
13645
13645
00
5Open
9/6/2023
Jackson Chrisco
5
3
2
3
0
5
4
1
2
2
4500
4500
6000
00
5Open
9/8/2023
Jackson Chrisco
3
1
2
0
4
2
2
2
00
5Open
9/11/2023
Jackson Chrisco
7
4
1
0
3
2
1
2
10000
10000
16000
00
5Open
9/12/2023
Jackson Chrisco
4
0
4
2
2
0
00
5Open
9/13/2023
Jackson Chrisco
7
3
4
3
3
0
1
00
5Open
9/14/2023
Jackson Chrisco
4
2
2
2
2
2
0
1
00
5Open
9/15/2023
Jackson Chrisco
3
3
3
0
0
0
4
19000
19000
34000
00
5Open
10/18/2023
Jackson Chrisco
13
5
8
2
2
54
2
2
2
00
5Open
9/19/2023
Jackson Chrisco
5
4
1
2
1
4
2
1
1
1
6000
6000
9000
00
5Open
9/20/2023
Jackson Chrisco
8
6
2
2
2
2
00
5Open
9/21/2023
Jackson Chrisco
2
0
2
1
9000
9000
9000
00
5Open
9/22/2023
Jackson Chrisco
2
0
2
2
0
2
00
5Open
9/25/2023
Jackson Chrisco
8
5
2
2
2
2
0
2
00
5Open
9/26/2023
Jackson Chrisco
3
1
2
1
3
1
2
00
5Open
9/27/2023
Jackson Chrisco
5
2
3
0
2
2
1
1
1
00
5Open
9/28/2023
Jackson Chrisco
6
2
4
1
1
1
1
00
5Open
9/29/2023
Jackson Chrisco
5
4
1
3
0
0
00
5Open
9/30/2023
Jackson Chrisco
3
0
0
0
0
00
5Open
10/2/2023
Jackson Chrisco
4
4
0
3
1
0
1
00
5Open
10/3/2023
Jackson Chrisco
3
1
2
1
1
0
1
00
5Open
10/4/2023
Jackson Chrisco
5
4
1
3
1
1
1
0
1
3500
3500
7500
00
5Open
10/5/2023
Jackson Chrisco
8
4
4
2
2
1
1
00
5Open
10/9/2023
Jackson Chrisco
6
2
4
1
1
2
1
1
00
5Open
10/13/2023
Jackson Chrisco
5
3
2
2
1
0
1
00
5Open
10/13/2023
Jackson Chrisco
2
1
1
1
3
0
3
00
5Open
10/14/2023
Jackson Chrisco
4
1
3
1
0
0
00
5Open
10/16/2023
Jackson Chrisco
6
3
3
2
1
2
1
1
00
5Open
10/17/2023
Jackson Chrisco
2
0
2
3
0
3
00
5Open
10/18/2023
Jackson Chrisco
5
1
4
1
0
1
00
5Open
10/19/2023
Jackson Chrisco
4
2
2
1
1
1
1
00
5Open
10/20/2023
Jackson Chrisco
2
1
1
0
2
2
00
5Open
10/24/2023
David Reich
5
4
1
1
1
4
00
4Open
10/23/2023
Jackson Chrisco
9
6
1
2
0
0
2
0
0
0
0
00
7Open
10/25/2023
David Reich
4
2
1
1
00
2Open
10/26/2023
David Reich
4
0
2
2
6
2
00
3Open
10/27/2023
David Reich
5
4
1
1
1
20
00
4Open
10/25/2023
Jake Clapson
2
1
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
10/27/2023
Jake Clapson
1
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
10Open
10/29/2023
David Reich
6
5
1
2
2
1
1
1
1
5000
7000
8
00
5Open
10/26/2023
Anziya Bundu
0
1
1
5
1
1
00
7Open
10/27/2023
Anziya Bundu
1
21
1
00
7Open
10/29/2023
David Reich
2
2
1
00
4Open
10/31/2023
David Reich
7
1
5
2
3
3
15
00
3Open
10/31/2023
Danny Burchard
2
2
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
6Open
11/2/2023
David Reich
3
2
1
1
1
00
1Open
11/2/2023
Danny Burchard
3
3
0
0
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00
9Open
11/4/2023
David Reich
3
1
1
1
1
1
1
12
00
2Open
11/5/2023
David Reich
2
1
1
1
3
2
1
1
1
7700
15400
00
2Open
11/7/2023
David Reich
6
5
1
2
2
1
1
5
00
3Open
11/8/2023
David Reich
5
2
1
1
1
2
2
5
00
2Open
11/1/2023
Jackson Chrisco
2
0
2
0
3
0
2
1
00
5Open
11/2/2023
Jackson Chrisco
2
2
0
0
1
0
1
2
2
0
00
5Open
11/3/2023
Jackson Chrisco
3
0
0
3
00
5Open
11/6/2023
Jackson Chrisco
9
3
4
0
2
3
1
1
0
0
0
00
5Open
0
00
5Open
11/7/2023
Jackson Chrisco
7
4
2
1
1
2
1
1
1
11000
11000
11000
00
5Open
11/9/2023
David Reich
3
3
1
1
1
1
00
2Open
11/10/2023
David Reich
3
1
1
1
1
1
1
7700
00
4Open
11/11/2023
David Reich
2
2
1
1
00
1Open
11/14/2023
David Reich
6
2
1
2
2
1
1
1
1
7000
7000
00
6Open
11/8/2023
Jackson Chrisco
4
4
2
2
3
2
1
1
00
4Open
11/9/2023
Jackson Chrisco
1
0
1
0
3
2
1
2
00
1Open
11/10/2023
Jackson Chrisco
2
2
0
2
1
0
1
00
4Open
11/13/2023
Jackson Chrisco
6
4
2
1
2
1
1
00
3Open
11/15/2023
David Reich
2
1
1
2
1
1
00
3Open
11/14/2023
Jackson Chrisco
3
2
1
2
2
2
0
0
0
0
1
14000
14000
14000
00
6Open
11/16/2023
David Reich
2
1
1
2
1
1
40
00
1Open
11/17/2023
David Reich
0
2
1
1
00
1Open
11/16/2023
Jackson Chrisco
1
0
1
0
1
1
1
0
0
0
00
1Open
11/17/2023
Jackson Chrisco
2
0
2
0
0
0
00
1Open
11/21/2023
David Reich
7
5
2
2
2
2
1
1
5000
10000
15
00
8Open
11/22/2023
David Reich
1
1
2
1
1
00
1Open
11/23/2023
David Reich
3
2
1
1
2
1
2
8
00
3Open
11/14/2023
Anziya Bundu
0
2
1
2
1
00
6Open
11/15/2023
Anziya Bundu
3
2
1
1
00
9Open
11/16/2023
Anziya Bundu
3
3
1
2
1
1
00
8Open
11/17/2023
Anziya Bundu
2
2
2
1
1
00
8Open
11/20/2023
Anziya Bundu
2
1
2
1
1
1
1
00
7Open
11/21/2023
Anziya Bundu
2
2
2
00
8Open
11/22/2023
Anziya Bundu
3
1
1
1
1
00
7Open
11/24/2023
David Reich
4
4
3
00
5Open
11/24/2023
Anziya Bundu
2
2
2
00
7Open
11/28/2023
David Reich
3
3
1
1
1
1
4
00
4Open
11/29/2023
David Reich
1
1
3
1
1
1
15
00
3Open
11/30/2023
David Reich
1
1
2
1
1
00
1Open
12/1/2023
David Reich
7
3
2
2
2
2
1
1
00
10Open
There are no rows in this table
Chart of EOD Triager/Closer Form Results
Date Submitted
Sales Rep
Chart 2 of EOD Triager/Closer Form Results
Date Submitted
Sales Rep
Triages in Calendar
Triages - No Show
Chart 3 of EOD Triager/Closer Form Results
Date Submitted
Sales Rep
Triages in Calendar
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