Team Activity & Engagement
Per-user engagement pulled live from the CRM — conversations owned, appointments booked and showed, and tasks completed — so clinic owners can see who is actively working leads and who is letting opportunities go cold.
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Activity window
Team engagement
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Team activity is pulled live from the CRM (lead-connector) API: staff roster, conversations owned, appointments booked/showed, and tasks completed — attributed per user so you can see who is actively working leads and who is letting them go cold. The aggregate view shows roster + conversations across every location; select a single location for the full appointment & task breakdown.