Meeting Missed For Supervisor
Meeting Missed For Supervisor
This rule is designed to send a summary report to all supervisors when their employees miss scheduled meetings. The report contains information about the missed meetings and the employees who were responsible for the Meeting.
The report includes details of the lead meeting that has missed the deadline and the employee responsible for completing it. Please take appropriate action to ensure that all lead actions are completed within the given timeline.
When the rule is activated, a summary report is generated, including information such as the employee's name, the lead's name, the Meeting due date, and the number of days overdue.
By implementing this rule, supervisors can receive timely updates on missed lead actions and take corrective actions to ensure that their team members are on track with their responsibilities.
Field Name |
Description |
|---|---|
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Rule Title *
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This is the name of the rule that you can use to identify it. |
| Automation Group * |
This is the group of automation rules to which the Meeting Missed For Supervisor rule belongs. |
| Lead Activity |
This field specifies the type of lead activity that triggers the rule. |
| Description |
This field briefly describes the Meeting Missed For Supervisor rule. |
| Status |
This field indicates the current status of the rule, whether it is Active or Deactivate. By default, this Rule is active. |
| Summary |
Summary indicates that have to send a summary instead of individual mail of related actions. Ex. suppose multiple employees missed Actions then if you mark it as a summary then the supervisor will be got one mail that indicates his team missed X number of Actions instead of individual mail for each missed action. |
| No Of Days |
This field specifies the number of days after which a followup activity becomes due. |
| Till action not completed? | |
| Send To |
The recipients of the summary report email, typically include all employees, supervisors, and clients. This field specifies the recipient of the summary report email. |
| Communication Type |
Here you can select The type of communication used for missed follow-up activities, such as email, SMS, or Whatsapp. |
| Autoresponder |
If you have set up an autoresponder, you can select it here to automatically send a response to the recipient(s) after they receive the email |
| Subject |
Enter the subject of the email in this field. Make sure it is descriptive and summarizes the content of the email. |
| Message |
Enter the main body of the email in this field. You can format The text, add hyperlinks and attach files as needed. You can Also, use email templates if available. Once you have entered the content, review it for accuracy and clarity before sending the email |
Email Format:
Excel Format:
