Categorized in: 
Salesforce

Viewing All Missed Appointments

February 16, 2023 by jennifer.mortensen

Wondering how to view your lost leads who have missed appointments with an enrollment navigator? While you can view recruitment status on an individual contact record, you can also view all of your missed appointments at once in a dynamic Salesforce report. Learn about both approaches below.

Since all data in Salesforce is dynamic, you can view a report of leads who missed appointments in real time (as long as you're updating the appropriate field on the contact record).

The current report is broken down by:

  • Campus
  • Lead status
  • Program of interest

If you'd like to create a custom report for your campus or for a particular program, you can duplicate this report or create one from scratch.

PROSPECTS WITH MISSED APPOINTMENTS

Related Content