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Intrix CRM Notes by User

The Notes by User metric measures the number of notes created by each user in a specified period. This metric helps to track user engagement and productivity levels within the CRM system.

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Notes by User 2.190,879

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About
Tech details

The Notes by User metric in IntrixCRM captures the number of notes entered into the system by each user. It provides insights into the activity level of users and their engagement with the platform. This metric can be used to identify top performers, monitor training needs of users, and increase accountability and transparency within teams. It also helps teams identify areas where more notes may be necessary to improve customer communication and collaboration.

Example: Mary, a sales representative, uses the Notes feature extensively to keep track of client conversations. The Notes by User metric helps her identify which team members are most active in taking notes and which clients have the most notes for follow-up.

Visualizations

Bar and Line Chart

Used to show comparisons between values.

How to track Notes by User in Databox?

Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.

To track Notes by User using Databox, follow these steps:

1
Connect Intrix CRM that contains the metric you want to track
2
Select the metric you want to track from the list of available metrics
3
Drag and drop the selected metric onto your dashboard
4
Watch your dashboard populate in seconds
5
Put Notes by User on the Performance screen
6
Get Notes by User performance daily with Scorecards or as a weekly digest
7
Set Goals to track and improve performance of Notes by User

Goals

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