WebPDI Integration

Team Activity Report

• Drill down into rep performance per rep.
• View rep activity for the last hour, day, week, etc.

On the PDI Sheet

• Demo Goals and Demos are synced automatically from the rep's VectorImpact account to WebPDI.
• New trainees are automatically synced with WebPDI the instant they sign up on VectorImpact.
• Clicking VI Reports under the rep's profile will open up their Performance Report.

Rep Performance Report

• Tells you how many contacts the rep has and what state they are in.
• Shows recent activity.
• Shows Demo Times.
• Shows their actual Target List, all contacts they have added, and how many calls and text messages they have recorded.
• An Activity Summary showing total texts sent, calls made, and follow-ups scheduled.