Viewing daily closing

To view the daily closing details:

  1. Click Daily Closing in the navigation pane. The Daily Closing list page is displayed.
  2. Select the sales representative name. The Daily Closing details page is displayed.
  3. View this information:
    Sales Representative
    The name of the user.
    Start Date
    The date and time on which the daily closing starts.
    End Date
    The date and time on which the daily closing ends.
    Duration
    The time duration of the record.
    Note: This field value is calculated by default based on the Start Date and End Date.
    Number of Visits
    The number of visits extracted from the database for user for the specific date.
    Comment
    The additional information related to the opportunity.
    Visit Related Item
    The list of visits that are assigned to the sales representative for the specific date.